charts to watch – global market update – 08.18.2017 · pdf...
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Global Market UpdateAugust 18, 2017
Global Clients…Global Portfolios
disclosure: The opinions expressed in this Charts to Watch report are those of the author. The materials and commentary are strictly informational and should be used for research use only. This bulletin is not intended to provide investing or other advice or guidance with respect to the matters addressed in the bulletin. All relevant facts, including individual circumstances, need to be considered by the reader to arrive at investment conclusions that comply with matters addressed in this bulletin. Charts and information used in this report are sourced from Bloomberg.
2
AGA HeatMap - Macro
Fixed Income & Credit
4
US Treasury – 10 Year Yield
5
Investment Grade Bond Credit Spread
6
High Yield Bond Credit Spread
7
US Treasury Yield Curve vs. IG Bonds vs. High Yield Bonds – 1 Year Shift
Global Equities
9
MSCI ACWI Index
10
S&P 500 Index
11
MSCI EAFE Index
12
MSCI Emerging Markets Index
13
EuroStoxx 50
14
MSCI Asia Pacific ex Japan Index
15
S&P500 Sectors
Currencies & Commodities
17
Currency Returns – Last 6 Months
18
Currency Forecasts – Q4 2017
19
US Dollar Index
20
Gold
21
Crude Oil
Economy & Consumption
23
Global Manufacturing PMIs
24
Global Economic Surprises
25
U.S. Personal Income & Spending
26
U.S. Consumer & Small Business Confidence
27
U.S. Consumer Balance Sheet
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