This week we look at the following charts and themes:
- An alternative measure of volatility - the rolling 12-month count of moves exceeding 1% is on the rise
- Global equity implied volatility - we have seen a cyclical bottom in volatility, welcome to higher volatility
- Credit risk vs equity risk pricing - it also looks like we have seen a cycle low in credit spreads
- The business cycle and volatility regimes - basically we are witnessing a volatility regime shift
- China's bear market vs policy and politics - where to find upside catalysts for China A-shares
Video Length: 00:09:45
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