Over My Shoulder

Charts That Matter, 2017-11-22

November 22, 2017

In Charts That Matter this week you'll find Yield Shark editor Patrick Watson running down the Fed's failure to meet its inflation objective and asking whether children are now luxury items. Then Jared Dillian, editor of ETF 20|20 and Street Freak, charts a sign of trouble in the high-yield credit space, takes a look at speculation around the Swedish housing bubble, and points out that the two-year Treasury yield is skyrocketing. Rational Bear editor Kevin Brekke pitches in with a chart on the correlation between small-cap performance and tax reform and then asks whether it's time to be a bond contrarian. Enjoy!

Download - 171122_CTM.pdf