Charts of the Week
A Long-Term Look at the British Pound
September 2, 2022
A long-term look at the British pound
A long-term look at the British pound
Some interesting charts from our recent posts.
There are currently two main factors driving record levels of inflation, housing and energy. While Europe is currently facing an intolerable energy crisis, the United States is faring slightly better on the energy front for the time being.
The losses continued to pile up in the bond market in August.
Today's topics include recession coming, European energy, nowhere to hide, Eurozone inflation still moving higher, Grantham sounds alarm...again, yen slides to 24-year low, Russia shuts Nord Stream, China's economic pain, meme traders get behind a familiar face, arguing for share buybacks, flexible hours, and crypto regulation
pic.twitter.com/Si1icExfaX — Ian McMillan, CMT (@the_chart_life) August 24, 2022
Active equity funds continue to charge 10x the fees of passive equity funds.
Today's topics include looking for a "growth recession", market outlook is now fully subjective, what lies ahead, a recession canary just went silent, Fed talk, kicking the can, checking the pulse of the 60/40 portfolio, an inflation era?, and perpetual futures in crypto
The consensus continues to view inflation as transitory across the globe, soon returning to 2%. This rests on an understanding that nothing has changed and the pre-pandemic economy is returning.
Today's topics include a wage spiral, QT about to go full throttle, no signs of concern from stock traders, housing prices, more on the dollar, Kashkari ends any remaining hope for Fed pivot, GDI vs. GDP, energy prices to keep European inflation high, why higher unemployment might be a sign of strength, and options expiration
Central Bank Inflation Forecasting for Dummies. pic.twitter.com/Yk1waAkfdO — simon sidespin 🇺🇦🇫🇮 (@SSidespin) August 24, 2022