Over My Shoulder

Charts That Matter, 2017-12-27

December 27, 2017

In this week's Charts That Matter, Mauldin Economics Senior Equity Analyst Robert Ross runs down the Great Volatility Hibernation, asks what it means when the Purchasing Manager’s Index (PMI) for every country on Earth has risen above 50, and tells us which industry is poised to benefit most from the new tax law. Then Rational Bear editor Kevin Brekke takes over, filling us in on China's big lead in electric vehicles, calling our attention to a potential "seven-year glitch" in the dollar's bull run, and asking "Was that the peak?" in S&P earnings (and what does that say about the timing for the next recession?). Happy holiday perusing!

Download - 171227_CTM.pdf