Charts
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!)
Charts of the Month - July '21
Debt-Driven GDP, Financial Industry Penalties, Nuclear Power, Declining Energy Intensity, Gross Output, GDP per Capita, Loan-to-Deposit Ratio
The Inverse Head & Shoulders in the DXY
We asked our contributor network why they believe the Inverse Head & Shoulders forming in the DXY matters. Here are their responses.
Charts of the Month - June '21
CapEx and R&D to Earnings, Share Buybacks, Labor Participation Rates, Uranium Fuel, and Investor Led Rounds
Reverse Repo's at All-Time Highs
The Fed's Reverse Repo facility is at an all-time high. But "Why Does This Chart Matter?" Find out what our contributors think; Mike Green, Jeff Snider, Luke Gromen, Seth Levine, and Roger Hirst