Over My Shoulder

Charts That Matter, 2018-02-21

February 21, 2018

Charts That Matter kicks off this week with an eye-watering look at global bond fund outflows. Then we have the future bad news on the US deficit and debt, a look at the surge in US Treasuries short positions, the skinny on the lack of a flight to quality during this month's sell-off, a cautionary note on inflation expectations, a helpful chart on inter-country correlations in the emerging-market space, and evidence that EM stocks were the hardest hit in the downturn. Enjoy!

Download - 180221_CTM.pdf