Category Archives: Charts

Random Chart Action

Posted on November 13, 2022 by macromon

Services v Goods Inflation U.S. Savings Rate China Home Prices Tech Stock Weighting In S&P500 Falling Relative Performance: S&P500 v. Equal Weighted S&P500 The Aussie Dollar Carry Trade Cometh

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Global Macro Watch – Octoberfest

Posted on October 31, 2022 by macromon
Posted in Charts, Commodities, Currency, Dollar, Equities, Global Macro Watch, Global Risk Monitor, Global Stock Performance | Tagged , , , , , | 3 Comments

Global Macro Watch

Posted on October 28, 2022 by macromon
Posted in Charts, Commodities, Currency, Equities, Global Macro Watch, Global Risk Monitor, Interest Rates | Tagged | 1 Comment

Friday CK Chart Fest – October 28th

Posted on October 28, 2022 by macromon

G7 Debt Service Various Inflation Measures Inflation In The Euro Area Natural Gas Prices In Europe Euro Area Economic Outlook European Average Annual Wage Europe’s Oil Dependency U.S. Energy Shipments China’s Crude Oil Imports China’s Brain War China’s Big Lead … Continue reading →

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Friday CK Chart Fest – October 14th

Posted on October 13, 2022 by macromon

Inflation Remains Elevated Producer Prices Bounce Back Pepsico’s Inflation Driven Revenue Growth   Auto CapX In The U.S. Largest On Record Taiwan Semi Cuts Q4 CapX Estimates & Inventories Intel’s Wild Ride Mortgage Refinancing Bear Market Global Fiscal Balances  Social … Continue reading →

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Friday CK Chart Fest – October 7th

Posted on October 8, 2022 by macromon

Continued Strength U.S. Labor Market Global Growth Projections Credit Party Is Over Korea’s Power Generation  Stepping On The Gas Inflation Chips Dip Conservative Mrs. Watanable

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Friday CK Chart Fest – September 30

Posted on September 30, 2022 by macromon

Forced Liquidation  G7 Yields, Inflation, & Policy Rates  Euro Inflation Spike German Inflation Soars Gilts Gone Wild Mortgage Spreads Blowing Out Cue The Corporate Debt Reckoning Dollar Strength In Context  China Selling U.S. Treasuries  Inflation 101:  The Wage-Price Spiral  Hitting … Continue reading →

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Long French Bulldogs/Short Yorkshire Terries

Posted on July 24, 2020 by macromon

Great article to destress on a summer Friday by the always excellent Tracy Alloway of Bloomberg. Any ideas what’s driving the bubble in French Bulldogs?

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Highest Paid Public-Sector Employee In Each State

Posted on November 8, 2019 by macromon

Though the following map doesn’t surprise us, it is a bit disheartening to see where our priorities lie.  Panem et circenses (bread and circuses), baby, even at the public Academy! If the data are true, there are only nine states in … Continue reading →

Posted in Charts, Demographics, Uncategorized | Tagged | 1 Comment

What Keeps The Credit Markets Up At Night

Posted on July 15, 2019 by macromon

Credit investors rank their concerns, which are almost identical to ours.  That makes us a little nervous to be bearish.  Prefer to catch the off-radar incoming. Hat Tip:  Chi @chigrl  

Posted in Charts, Tail Risk, Uncategorized | Tagged , | 1 Comment