🇺🇸 Change in the U.S. Dollar Index ($DXY) in the first half of every year since 1986.

📉 CHART WATCH 📉

🇺🇸 Volatility: the MOVE Index creeps up while the VIX hangs behind.

Note—defer to the MOVE.

📈 CHART WATCH 📉

🇹🇷 Gold in Turkey is mostly in the hands of regular people (who need it to combat relentless inflation).

🪙 CHART WATCH 🪙

🇺🇸 vs. 🇬🇧 since 2008.

Long story short: America grows, the UK shrinks—what’s new?

📈 CHART WATCH 📈

🇺🇸 🇩🇪 The German-American spread in ten year debt is creeping north again. As it should.

The idea that the country that just spent ten years being the epicenter of Western deindustrialization and has announced a newfound intention to spend the next ten years remilitarizing (presumably while somehow also becoming net zero) is ridiculous. Bet it drops.

📈 CHART WATCH 📈

🇺🇸 Highest monthly growth (2.1%) for the Real M2 Money Supply since early 2022.

📈 CHART WATCH 📈

🇪🇺 Risk compression in European credit spreads…

📉 CHART WATCH 📉

🇺🇸 Retail price indices by country of origin…

📈 CHART WATCH 📉

🇯🇵 Most popular political parties in Japan, according to a poll by Kyodo News.

🎌 CHART WATCH 🎌

🇺🇸 Big 10 Tech Stocks Hit $20.5 trillion in market cap…

📈 CHART WATCH 📈

🌍 The G7’s Global Footprint

🍆 CHART WATCH 🍆

🇺🇸 Stock-based compensation & net income at $SNAP.

📉 CHART WATCH 📉

🇺🇸🇪🇺🇯🇵🇨🇳 American trade balance with other major world economies…

🌍 CHART WATCH 🌍

Bitcoin dominance ($BTC.D) charted with the ETHBTC pair.

💸 CHART WATCH 🪙

🇺🇸 Checking in on the Buffett Indicator (Wilshire 5000/GDP).

We’re currently reading 209.5%.

📈 CHART WATCH 📈

🇺🇸 Fear & Greed Index hits Extreme Greed…

🤑 CHART WATCH 🤑

🇺🇸 Traders are exceedingly bearish on the Dollar.

😎 CHART WATCH 😎

If you exclude China, emerging markets are performing quite well over the past few years.

📈 CHART WATCH 📈