Charts of the Week

The data making headlines

Latest chart packs

Wheat prices, exports and consequences; China slowdown; global equities

May 20, 2022

This week’s charts highlight world’s biggest wheat exporters and importers, impact of India’s wheat export ban, link between rising food prices and political instability, China industrial production, China credit conditions, China GDP forecasting model, China box office revenues, Euro area inflation distribution and sensitivity of global equity benchmarks to US interest rates.

UK recession forecast, ageing populations, the perils of investing in crypto

May 13, 2022

This week's chart pack covers the following data: UK inflation forecast revisions, UK unemployment forecast revisions, German GDP forecasting with vintage data, euro area inflation dispersion, US early retirement trend, Japan population and house prices, China’s ageing population, plunging Chinese imports, falling copper and aluminium prices, ARK Invest hedge fund performance.

Forecast revisions show rising risk of higher inflation and lower growth

May 6, 2022

This week’s charts cover: global growth forecast revisions, global inflation forecast revisions, Russia inflation forecast revisions, US construction starts, US mortgage rates, China manufacturing and services, US equities and bond market returns, and US mid-term elections: impact of Roe vs Wade.

Equity strategies, forecast revisions and Chinese copper

April 29, 2022

This week’s charts cover ‘Sell in May and go away’ strategy delivers mixed results, US equity returns worst since Great Recession, GDP growth forecasts revised down, Forecasts from new FocusEconomics dataset, US inflation forecasts revised up, US wheat prices surge to record, Chinese copper supply dwindles, China copper supply at decade-low and China mobility lowest in APAC.

Emerging market vulnerabilities, historical inflation rates and other long-term macro data

April 22, 2022

This week’s chart pack covers the following data: EM equity performance, EM equities and commodities prices, EM current account deficits and gross external debt, historical inflation trends, global per capita GDP, UK economic output and UK money velocity.

Commodities, China lockdown and egg prices

April 14, 2022

This week’s chart pack covers the following data: Commodity price performance, commodity markets and US monetary policy, US mortgage rates and monetary policy, global central banks and US economic activity, Shanghai in lockdown, China supply chain pressures and egg prices in France.

Norway and Switzerland’s ‘exorbitant privilege’

April 8, 2022

This week’s chart pack covers the following data: Norwegian sovereign wealth fund and currency, Switzerland currency and central bank intervention, predictions for the French election, US credit card spending, equity performance following yield curve inversion, China mobility and Russia inflation.

More central bank action but BOJ swims against the stream

April 1, 2022

This chart pack covers the following data: Central bank policy rates, yield curve inversion as predictor of recession, Japan inflation, Bank of Japan (BOJ) monetary easing, Yen USD exchange rate, oil decomposition, spread between Urals and Brent, Japan’s Phillips curve actually looks like Japan!

Business cycle dynamics

March 25, 2022

This week’s chart pack focuses on macroeconomic indicators related to the business cycle. It covers prediction markets on which European leader will next leave office, credit impulse and global sentiment, global net fund flows, Germany business sentiment, US used car prices, US consumer expectations and US investment growth.

The highs and lows of global real estate

March 18, 2022

This week’s charts focus on the real estate sector and feature global real estate bubbles, US residential market, China property, Hong Kong mobility and real estate prices and global workplace mobility.

Inflation to inflict more pain

March 11, 2022

This chart pack covers food prices and political instability, surging electricity prices, commodity futures and higher prices, oil price shocks and recessions, overheated US economy, Fed funds and inflation expectations, rising US mortgage rates and link between population growth and real interest rates.

Russia pays the price for Ukraine invasion

March 4, 2022

This week’s charts cover spike in global geopolitical risk, plunge in ruble, Putin’s approval ratings, Russian public opinion on Ukraine, US holdings of Russian securities, Russia inflation outlook and Europe’s dependence on Russian oil

The impact of Russia-Ukraine conflict on emerging markets

February 25, 2022

This chart pack covers plunging shipping costs, impact of armed conflicts on US equities, slide in global equities led by Russia and Ukraine, shorting of Russian currency, rise in emerging market bond yields, emerging market trade openness, decline in Eastern Europe foreign investment and slowing economic activity in emerging markets

Water stress, China air quality, German electricity prices, Russia-Ukraine conflict

February 18, 2022

This week’s chart pack will highlight some of our international ESG data.

EU inflation, volatile bond markets and US employment

February 11, 2022

This chart pack covers: - European inflation rates, financial stress, and bond market volatility - The Fed tightening cycle and different aspects of the US labour market - US consumer sentiment

Asset volatility, financial tightening and Fed policy

February 4, 2022

The first three charts in this week’s edition derive from Macrobond/FactSet Equity Factor Aggregates, which allows you to understand the aggregate trends and valuations of global equity markets.

Prices, wages and a bit of misery

January 28, 2022

This chart pack includes analyses performed with our revision history data, as well as charts on inflation and other global and European macro trends.

Inflation - Demand, supply, or both?

January 21, 2022

This week’s charts shed a light on the current inflation and the outlook for the Chinese economy. Of particular note are some recent data additions: the New York Fed supply chain index and Scope ratings.

The Omicron wave of the future

January 14, 2022

This week’s charts show the evolution of the pandemic and its impact on consumer behaviour, as well as on predictions for the US economy using our new, premium revision history data.

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