DLBS - Top 5 Charts: Global Macro Currents And Stockmarket Signs
Here's some of the standout economic and markets charts on my radar. I aim to pick a good mix of charts covering key global macro trends, and ones which highlight risks and opportunities across asset classes.
1. Global Manufacturing PMIs -- USA vs Rest of World: This is probably one of my most interesting economic charts right now; the divergence between the US and rest of the world. We can have a pretty high degree of confidence that the gap here will close, it just comes down to how: Option A. US "catches down" to