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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Sudden Debt's picture


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

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).

max2205's picture

Citbank is not on my list of trustworthy

Peter Pan's picture

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

LetThemEatRand's picture

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

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.

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.

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


Tombstone's picture

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

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...

RockyRacoon's picture

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

Monedas's picture

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

mkhs's picture

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

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?

Rodders75's picture

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