1. If 70's fashion can come back, so can stagflation.
As of 9/19/17
2. History of Fed Intervention - It takes more and more intervention to stimulate the economy after a recession. We shall see how the markets react to the beginning of the end of the Fed's QE
Source: @valuewalk,@josephncohen; As of 9/19/17
3. The 3-Month core CPI series changes show the recent bounce in inflation.
Source: Bloomberg; As of 9/18/17
4. Despite the USD's recent 12% decline, our trade balance with the world continues to worsen...
Source: WSJ Daily Shot; As of 9/19/17
5. A great historical look at housing recoveries since WWII. Note this recovery is still at the trough of most cycles.
Source: Eversource ISI; As of 9/19/17
6. Some perspective...
Source: @galka_max,@josephncohen,howmuch.net; As of 9/19/17
7. Continued mixed signals from China...but this is encouraging.
Source: BMI Research; As of 9/20/17
8. Again, perspective is always helpful...
Source: @MarinKutusa; As of 9/20/17
9. This chart says both bonds and stocks are the most expensive in 200 years... or since the industrial revolution. Curious to know their data sources and metrics used...
Source: @adnanchian,@sobata416; As of 9/19/17
10. Why Amazon, etc. are just warming up...
Source: Goldman Sachs,@joshdigga; As of 9/19/17
11. Like the VIX in the U.S., volatility in Emerging Markets is very low.
Source: Bloomberg; As of 9/18/17
12. Precursor to the next European financial crisis?
Source: WSJ Daily Shot; As of 9/18/17
13. We always need to remember those in need...
Source: @pdacosta; As of 9/20/17
