Charts
Why Does This Chart Matter?
The number of recessions has declined since the Great Depression - is this a good thing?
Charts of the Month - March '22
Gas Shortages, Oil Exports, LatAm VC Investments, YTD Sector Returns, GBTC Conversion, Impact vs ESG, and the Foo
Charts of the Month - February '22
Food Prices, Inflation, Natural Gas, Supply Chains, Share Buybacks
Charts of the Month - January '22
Fed Funds Rate, Yields & Mortgages, The Growth Equation, Sustainability to Impact, Tennis
Charts of the Month - December '21
Topic of the Year: Inflation, A Generational Shift in Fund Flows, Looking Forward to the US Dollar and Oil, and a Little Lykeion Fun
Charts of the Month - November '21
Real Yields, Debt, Strategic Petroleum Reserve, S&P Concentration, Fundamentals
Per Capita Carbon Emissions
Global per Capita Carbon Emissions and Why They Matter
Charts of the Month - October '21
Fertilizer Prices, Capital Goods Orders, Nuclear to the Rescue, Gilt's on the Move, Concentration of Media and Batteries
Interest Rate Swap Spreads
Negative Interest Rate Swap Spreads and why they matter
Charts of the Month - September '21
Remittances, Revenue per FTE, CAPEX by Industry, High Yield Debt with Negative Interest, Dying From... , Sub 3-Hour Flights
Charts of the Month - August '21
US Spending vs. Income, SPX:TLT, TSA Traffic, Generational Debt-to-Income, Google & Apple, Share Buybacks
Economic vs. Money Growth
Global PMIs are closely correlated with growth in the global money supply. So we asked our contributor network why this matters, and their answers range from fundamental, to techinical, to philosophical (thanks Sune!)