Over My Shoulder

Charts That Matter, 2018-01-31

January 31, 2018

Yield Shark editor Patrick Watson leads off Charts That Matter this week with a cautionary note on US economic growth, contrary evidence in support of a bond rally, and a look at just how atypical US interest rates are in the global context. Then Rational Bear editor Kevin Brekke brings us home with charts on rising US import prices and the likely implications of US dollar pessimism.

Download - 180131_CTM.pdf