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A Bird's Eye View Blog

Market Highlights in Charts 9.27.17

By:BCM Investment Team | Date:Sep27, 2017 | Category: Equity, Economics, Market Highlights, Fireside Charts

1. The dearth of new home building and the high housing prices are taking their toll.

chart 1 9.27.pngSource: WSJ Daily Shot, As of 9/27/17

 

 

2. Housing prices are rising 2-3 times faster than inflation
chart 2 9.27.pngSource: WSJ Daily Shot, As of 9/26/17

 

 

3. Given the Greek Government's structural unbalances in budget, trade and debt, another crisis is bound to happen.  Strange in that it may get triggered by German election results.

 chart 3 9.27.png

Source: WSJ Daily Shot, As of 9/26/17

 

 

4. We surmised this trade was getting long in the tooth weeks ago...

 chart 4 9.27.png

Source: WSJ Daily Shot; As of 9/26/17

 

 

5. Biotech earnings continue to improve

chart 5 9.27.png 

 

Source: WSJ Daily Shot; As of 9/27/17

 

 

6. Can too much volatility shorting cause volatility?

 chart 6 9.27.png

 Source: Bloomberg; Data as of 9/15/17

 

 

7. See any patterns?
chart 7 9.27.png

Source: WSJ Daily Shot; Data as of 9/27/17

 

 

8. Talk about generational differences...

 chart 8 9.27.png

Source: WSJ Daily Shot; Data as of 9/27/17