Global Macro In 12 Simple Charts - Find The Clean Shirt

Tyler Durden's picture


Day after day we are bombarded by the sound and fury of each and every macro-economic data point that is then extrapolated as meaning either a) it's bad enough that the Fed will be behind us forever more, or b) it's good enoughthat we are on the path to self-sustainable escape-velocity based utopia. The US, especially, seems to have been proclaimed the cleanest dirty shirt ("where else are you going to put your money" is mantra'd into our minds - especially odd now since treasury yields exceed equity dividends by such a large margin). But, as usual, a glimpse at the data and reality hits the investor squarely in the face. The following 12 charts of global macro surprise indices - i.e. just how well nations are doing relative to PhD economist expectations - should summarize the sturm und drang we suffer each day.



Chart: Citi

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Sun, 06/30/2013 - 12:32 | 3707772 Sudden Debt
Sudden Debt's picture


don't worry if you don't get it... it's the clue of a bad joke...

Sun, 06/30/2013 - 12:34 | 3707777 Xibalba
Xibalba's picture

Banzai!! Muddafukka!!!

Mon, 07/01/2013 - 03:28 | 3709337 Fish Gone Bad
Fish Gone Bad's picture

SUPPLIES!!! don't worry if you don't get it... it's the clue of a bad joke...

The operative word here was SURPRISE (spoken in Oriental).

Sun, 06/30/2013 - 12:51 | 3707813 max2205
max2205's picture

Citbank is not on my list of trustworthy

Sun, 06/30/2013 - 14:23 | 3707994 seek
seek's picture

A fellow UHF fan.

Sun, 06/30/2013 - 12:42 | 3707788 Peter Pan
Peter Pan's picture

They have all been going up and down with the exception of Indonesia. Nobody has maintained the upturn yet.

Sun, 06/30/2013 - 12:45 | 3707799 Spastica Rex
Sun, 06/30/2013 - 12:50 | 3707809 LetThemEatRand
LetThemEatRand's picture

"The QE I had for breakfast wasn't bad, so I had one more for dessert." 

Sun, 06/30/2013 - 17:42 | 3708409 Howdan
Howdan's picture

"Hey hey hey, who wants another jelly donut??" Nobody? OK here's another 85 BILLION. Now shut up and eat your donuts.

Sun, 06/30/2013 - 13:02 | 3707829 Yen Cross
Yen Cross's picture

    Why don't we throw up all the economic 'optimism indexes' while we're at it. I laugh my ass off every week when the Spanish, Greek, Italian, indicators print over 50.

    We can also throw up some of those rediculous "Fed. manufacturing" #'s as well.

Sun, 06/30/2013 - 13:09 | 3707841 I am Jobe
I am Jobe's picture

4th of July will be positive for the US Stock market.

Sheeples will spend on Food and Attire all imported . Back to square one


Sun, 06/30/2013 - 13:58 | 3707936 Tombstone
Tombstone's picture

The cleanest dirty shirt is stained with Obamanism and central planning.  No thanks. 

Sun, 06/30/2013 - 14:13 | 3707974 Nobody For President
Nobody For President's picture

Let me rummage around in the bottom of the laundry bag a little more - I know there is SOMETHING wearable in here...

Sun, 06/30/2013 - 16:33 | 3708276 RockyRacoon
RockyRacoon's picture

Just turn it inside out and wear again.  Presto!  Clean again.

Sun, 06/30/2013 - 14:25 | 3708000 Monedas
Monedas's picture

Happy 4th of Ghouly !   Happy 4th of Joo Lie !  Take yer pick !

Sun, 06/30/2013 - 15:04 | 3708075 mkhs
mkhs's picture

Does the surprise index measure the economy or the competence of the analysts?

Sun, 06/30/2013 - 18:23 | 3708518 Colonel Klink
Colonel Klink's picture

Doesn't anyone on ZH use data from somewhere else than Shittibank, the Feral reserve, Gollum Sacks, JP Moron, or our gubmint?

Mon, 07/01/2013 - 05:53 | 3709389 Rodders75
Rodders75's picture

US seems to be turning up. Buy S&P blindly?

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