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A Bird's Eye View Blog

Market Highlights in Charts 9.12.17

By:BCM Investment Team | Date:Sep12, 2017 | Category: Market Highlights

1. My Peter Lynch metric continues...a tour boat captain in Chicago said they have 47 construction cranes in the city. Last quarter's GDP was increased from 2.6% to 3%.

Chart Blog 1.png
WSJ Daily Shot, As of 9/10/17

 
2. Another reason Greece's finances will be back in the headlines sometime soon.

Chart Blog 2.png

WSJ Daily Shot, As of 9/11/17

 

 
3. Global Purchasing Managers indexes are up indicating global growth...

Chart Blog 3.png

As of 9/7/17


4. Interesting given the current debate over tax reform in Washington

chart blog 4.png
WSJ Daily Shot, As of 9/11/17



5. An update on Mutual Fund vs. ETP asset flows.

Chart Blog 5.png
WSJ Daily Shot, 9/11/17


6. The USD continues its decline.
Chart blog 6.png

As of 9/8/17


7. The metals, including copper, are indicating healthy growth. Bonds are indicating quite the contrary...


chart blog 7.png

As of 9/17

 


8. Energy must break out one way or the other…


chart blog 8.png

WSJ Daily Shot, As of 9/8/17

 


9. A tale of two sectors...are major breakouts coming?


chart blog 9.png

As of 9/8/17

 


10. U.S. bond yields continue to decline. What are they predicting?

 chart blog 10.png

As of 9/11/17

 

 
11. A flattening yield curve hurt the banks again, 2 hurricanes and a major earthquake hurting the insurers...

chart blog 11.png

As of 9/8/17



12. Note high yield bond flows have been negative the last 3 weeks.

chart blog 12.png

WSJ Daily Shot, 9/11/17

 

 

 13. So far junk bonds are holding strong…chart blog 13.png

As of 9/8/17


14. No More free $ should be healthy long term 

chart blog 14.png
As of 9/11/17