Charts That Matter

Charts That Matter

The forecast is clear – which has been Henrik thesis for long time! We are in the deflationary (disinflationary bust) part of the economic slowdown caused by Fed hike and QT. Coincident economic numbers are not showing this yet (GDP, employment etc.) – but soon the slowdown will be clear to all.

Q3 hedge fund letters, conference, scoops etc

Charts That Matter

Yeah right nothing seems to be working this year. Lowest positive returns in asset classes in last 10 years.

Charts That Matter

S&P tends to move together with investment-grade spreads  – Credit Suisse

Charts That Matter

And it seems there could be a crisis developing in investment grade bonds where spreads have broken out of the downtrend.

Charts That Matter

Article by Ritesh Jain, World Out Of Whack


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