Charts of the Week
Topics Covered This Week Include:
- Why Crude Oil Prices Are Now Above $100/Barrel
- Crude Oil Mid-Continent Dislocation Returns
- TIPS’ Forecasting Record Still Better Than Economists’
- Betting On Metals
- Declining Carry Trade Again A Warning To Global Equities
- Russian Markets Facing Rising Inflation
- Carry Into Filipino Markets Fading
- Thailand Turns Lower As Carry Fades
- Korean Markets Avoid Damage From Rising Short-Term Rates
- Carry Trades Into Indonesia Slowing
- India Fights Inflation
- Core Versus Headline Inflation
- The Fed/Bread Spread
- Currency Carry And Higher-Risk Bonds
- European Currencies And Cross-Rates: The Mess Continues
- The Yuan And U.S. Inflation: How RV2 Led QE2
- Yuan’s Impact On CPI/PPI Sub-Indices
- Coupon Yield Curve Returns In A Flattening Yield Curve
- Mutual Fund Flows
- Stock Market Capitalization As A % of Nominal GDP
- Cotton Futures: Swap Dealers Shedding Long Positions
Long Term Outlook
- LT Look: Case-Shiller Nominal Home Price Index Back to 1890