Over My Shoulder

Charts That Matter, 2017-12-06

December 6, 2017

In Charts That Matter this week, you'll find Robert Ross, senior equity analyst, with charts on a glitch in bank loan growth, the "everything bubble," and the interesting correlation between the fed funds rate and the UST 2-year note. Then equity analyst Jake Weber has a great chart on the effects of ultra-loose monetary policy on the dispersion between asset price inflation and “real-economy” inflation. Then Rational Bear editor Kevin Brekke brings us charts on the outperformance of growth stocks over value stocks, an upcoming capital gains tax on foreign owners of commercial real estate in the UK, Chinese leadership in investments in new energy technologies, and India's surprisingly big lead among G20 nations in the percentage of internet users accessing the internet with smartphones. Enjoy!

Download - 171206_CTM.pdf