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Global Macro In 12 Simple Charts - Find The Clean Shirt
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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SUPPLIES!!!
don't worry if you don't get it... it's the clue of a bad joke...
Banzai!! Muddafukka!!!
From the UK
http://www.independent.co.uk/money/loans-credit/special-report-the-dark-...
The operative word here was SURPRISE (spoken in Oriental).
Citbank is not on my list of trustworthy mouthpieces....next
A fellow UHF fan.
They have all been going up and down with the exception of Indonesia. Nobody has maintained the upturn yet.
Sunday Morning Coming Down
"The QE I had for breakfast wasn't bad, so I had one more for dessert."
"Hey hey hey, who wants another jelly donut??" Nobody? OK here's another 85 BILLION. Now shut up and eat your donuts.
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.
4th of July will be positive for the US Stock market.
Sheeples will spend on Food and Attire all imported . Back to square one
The cleanest dirty shirt is stained with Obamanism and central planning. No thanks.
Let me rummage around in the bottom of the laundry bag a little more - I know there is SOMETHING wearable in here...
Just turn it inside out and wear again. Presto! Clean again.
Happy 4th of Ghouly ! Happy 4th of Joo Lie ! Take yer pick !
Does the surprise index measure the economy or the competence of the analysts?
Doesn't anyone on ZH use data from somewhere else than Shittibank, the Feral reserve, Gollum Sacks, JP Moron, or our gubmint?
US seems to be turning up. Buy S&P blindly?