In this video we run through the free weekly email newsletter "The Top 5 Charts of the Week" and add a bit of extra comments and context. It's a useful tour across some of our latest work and thinking and just a great selection of macro/market charts.
This week:
1. Global container throughput index (a rebound has been seen)
2. Global manufacturing PMI vs bond yields (topping out, what's next?)
3. US economic noise index (an omen for the markets)
4. Global bear market count (not much to worry about, on face value...)
5. PE10 valuations - US small caps (some extreme valuation readings here)
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