Top 5 Charts Of The Week - Wednesday, August 22
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
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