Top 5 Charts Of The Week - Wednesday, August 22

A review of some of the market charts from this week.

This week:

  • The long-term consensus outlook for US earnings has soared to a post-dot-com-record
  • USD, EMFX, Asian FX, and the USDCNY - the big moves and what to expect next
  • EM vs DM equities - a familiar long-term pattern unfolding for relative performance
  • Global equity valuations (PE10 aka CAPE) - where is the relative value?
  • Coffee futures positioning (a crowded short at a decisive price point)

Video Length: 00:11:58

STOCKS IN THIS ARTICLE

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