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A Bird's Eye View Blog

Market Highlights in Charts 1.5.18

By:BCM Investment Team | Date:Jan05, 2018 | Category: Equity, Economics, Market Highlights, Fireside Charts

1. The parabola is no longer confined to Tech. Here we go!

DIJA parabola 

Source: WSJ Daily Shot; As of 1/4/18

 

 

2. Byron Wein predicts restricted trading in cryptocurrencies due to the excessive risks..

bitcoin

Source: WSJ Daily Shot; As of 1/5/18

 

 

3. Interest rates are rising in some key overseas markets. 
china corporate bond yield
Source: WSJ Daily Shot; As of 1/3/18

 

 

4. A plausible explanation for the dollar's weakness...

US twin deficits  

 Source: WSJ Daily Shot; As of 1/2/18

 

 

5. An old, favorite growth engine appears to be back at it.

iShares MSCI Emerging Markets 

Source: WSJ Daily Shot; As of 1/3/18

 


6. Turning parabolic?  If so, it won't end well....
homebuilder ISE index

Source: WSJ Daily Shot; As of 1/4/18

 

 

7. This certainly pays for the free shipping!

amazon and walmart retail profit margin 

Source: WSJ Daily Shot; As of 1/3/18

 

8. This has more than doubled in 7 years...
eCommerce as share of US retail sales

Source: WSJ Daily Shot; As of 1/3/18

 

 

9. It is not global supply, but rather local supply that matters!

NYMEX natural gas
The situation is quite different in the Northeast. With inadequate US pipeline infrastructure, getting natural gas to where it is most needed quickly enough has been challenging. As the demand for heating rose, regional natural gas prices in the Northeast spiked. 

1.5 chart 6 part 3-1.png
Source: WSJ Daily Shot; As of 1/3/18

 

 

10. An interesting perspective on Japan' budget. 1/4 is already spent on debt service...

japan government spending 

 Source: WSJ Daily Shot; As of 1/4/18