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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 | Link to Comment 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 | Link to Comment Xibalba
Xibalba's picture

Banzai!! Muddafukka!!!

Mon, 07/01/2013 - 03:28 | Link to Comment 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 | Link to Comment max2205
max2205's picture

Citbank is not on my list of trustworthy

Sun, 06/30/2013 - 14:23 | Link to Comment seek
seek's picture

A fellow UHF fan.

Sun, 06/30/2013 - 12:42 | Link to Comment 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 | Link to Comment Spastica Rex
Sun, 06/30/2013 - 12:50 | Link to Comment 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 | Link to Comment 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 | Link to Comment 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 | Link to Comment 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 | Link to Comment Tombstone
Tombstone's picture

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

Sun, 06/30/2013 - 14:13 | Link to Comment 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 | Link to Comment RockyRacoon
RockyRacoon's picture

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

Sun, 06/30/2013 - 14:25 | Link to Comment Monedas
Monedas's picture

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

Sun, 06/30/2013 - 15:04 | Link to Comment mkhs
mkhs's picture

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

Sun, 06/30/2013 - 18:23 | Link to Comment 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 | Link to Comment Rodders75
Rodders75's picture

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

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