The United States: Here is the progression of tariffs on Chinese imports (increasingly impacting consumer products).
Rates: Here is an updated chart on Treasury holdings.
China: Deutsche Bank expects China’s current account balance to flip into deficit next year.
The Eurozone: When is the ECB’s “liftoff”?
Equities: While bank shares tend to trade with the slope of the yield curve, there doesn’t seem to be a direct relationship between the 10yr-2yr Treasury spread and net interest margins.
Credit: Which sectors had the highest increases in corporate debt?
Emerging Markets: This chart provides a detailed history of EM crises by region and type.
Food for Thought: Old-age dependency ratio:
Support 100% ad-free Biiwii.com by making a donation of your choice!
Or better yet, subscribe to NFTRH Premium for an in-depth weekly market report, interim updates and NFTRH+ chart and trade ideas to get even more bang for your buck. You can also keep up to date with plenty of actionable public content at NFTRH.com by using the email form on the right sidebar. Or follow via Twitter @BiiwiiNFTRH, StockTwits or RSS. Also check out the quality market writers at Biiwii.com.