Top 5 Charts of the Week Ending July 27

This week:

1. US dollar vs quantitative tightening (an interesting potential scenario for the US dollar)

2. Global cyclical vs defensives (relative performance rolling over across the key regions)

3. Reflation trade positioning (pulling back from extreme optimism)

4. Commodities and EMFX (big breakdown in EMFX - commodities the next shoe to drop?)

5. Global REITs (global REITs have returned to the upper end of their trading range)

Video Length: 00:07:51