CHART 1 – A CHEERY EARNINGS CONSENSUS The chart below shows consensus earnings expectations for…
CHART 1 – DEFENDING THE FISCAL DEFICITS We are in an era of fiscal dominance,…
CHART 1 – COVID REDUX? The global economy looks like it’s just been hit by…
CHART 1 – DOLLAR DOLDRUMS US bond yields and the US dollar typically move in…
CHART 1 – A STRUCTURAL TAILWIND FOR GOLD Demographic trends and technological advancements are reshaping…
CHART 1 – A SPRING STAGFLATION? There is a whiff of stagflation in the UK…
CHART 1 – DIGESTING DEBT Recent editions of Charts of the Month have been dominated…
CHART 1 – NEW YEAR HANGOVER OR A NEW WORLD? US equities produced strong double-digit…
