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. US dollar vs quantitative tightening (an interesting potential scenario for the US dollar)
2. Global cyclicals vs defensives (relative performance rolling over across the key regions)
3. Reflation trade positioning (pulling back from extreme optimism)
4. Commodities and EMFX (big breakdown in EMFX - commodities the next shoe to drop?)
5. Global REITs (global REITs have returned to the upper end of their trading range)
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