🌍 Winners & losers in returns this week…

📊 CHART WATCH 📊

🇧🇷🇲🇽🇦🇷 Direct foreign investment in Latin America

🌍 CHART WATCH 🌍

🇺🇸 The Congressional Budget Office seems to believe AI “could solve” the American fiscal crisis.

I’m not sure why stabilizing at 110-115% debt-to-GDP even constitutes a solution, but sure…

📱 CHART WATCH 📱

🇺🇸 Volatility in the S&P 500 is on track with its seasonality.

Is this another clue that fortunes may change in August?

📈 CHART WATCH 📈

🇺🇸🇬🇧🇪🇺🇯🇵 Central banks easing over the past 12 months (except BoJ, which is hiking).

🔣 CHART WATCH 🔣

G20 Inflation Tracker (June 2025)

📊 CHART WATCH 📊

🇺🇸 Population change from 2010 to 2020. These trends likely amplified in the months & years immediately following 2020.

➡️ CHART WATCH ➡️

🇲🇲🇱🇦🇰🇭🇹🇭🇧🇩 United States Liberation Day tariffs and the new tariffs as of the 28th…

🇺🇸 CHART WATCH 🇺🇸

The Coinbase Premium has gone negative again…

🪙 CHART WATCH 🪙

🇺🇸 Hectic week of earnings & economic data…

📊 CHART WATCH 📊

🇺🇸 American & European power demand is expected to accelerate sharply from here…

⚡️ CHART WATCH ⚡️

🇺🇸 The Dollar ($DXY) had its best day since May 12th, gaining 1.01%.

📈 CHART WATCH 📈

$BTC is yielding open interest to $ETH & other alts…

Is it that time? I dare not name it.

🪙 CHART WATCH 🪙

🌍 Life expectancy (in years) vs. health spending (per capita).

Japan spends less than half (42%) of what Americans spend, yet American life expectancy falls 6.6 years shy of Japanese life expectancy.

🤕 CHART WATCH 💊

🇺🇸 The reaction to earnings misses in the S&P 500 ($SPX) has been punishing of late…

📊 CHART WATCH 📊

🇺🇸 Six in ten adults say government agencies are not paying enough attention to science.

Three in ten say they pay too much attention to the interests of pharmaceutical companies.

Seventeen in fifty say they pay too much attention to the personal beliefs of agency heads.

💉 CHART WATCH 💊

🇺🇸 Job openings fell 275,000 in June after having risen in each of the previous two months.

Hiring fell 261,000, the largest monthly decline since June 2024.

📉 CHART WATCH 📉