Chart of the Week: Global Economic Risk and the Money Printers

thetechnicaltake's picture

So what does it all mean?  On the one hand, assets representing the global economy – excluding the US, Europe, and Japan – are underperforming.  These divergences suggest that the equity rally remains at risk and is vulnerable.  How long can the US, Europe, and Japan go at it alone and keep this rally going?  On the other hand, if central bankers are able to keep the “balls in the air” a bit longer, copper, China and Latin America might represent good low risk opportunities.  After all, you would be buying at support levels.  Certainly, the bulls can point to a bounce in China (ooo hah –nothing like a rally in Chinese stocks to get the animal spirits going) and copper as reasons why this rally should continue.

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Chart of the Week Video: Global Economic Risk and the Money Printers

cow printing from ARL Advisers, LLC on Vimeo.

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OutLookingIn's picture

What do we want?


When are we getting it?

As much as you want right now. You're going to get more whether you want it or not!

Wealth preservation? Not so much. Dancing under the stars around paper,la,la,

falak pema's picture

beta in alphaville goes down and theta in decaville goes up. 

If you want the best of both worlds you move your wealth out of alpha to deca all the while you spend your holidays the other way.