12 Charts That Should Make You Pause
A world of contradictions in a few charts
The world has been saved. Or at least that’s what the S&P 500, now back flirting with all-time highs, would have you believe. With panic fading and positioning reset, we can finally lift our gaze beyond the tape. Global debt has surged to fresh highs, China’s property unwind is still ongoing, fertility rates continue to collapse at the same time as poverty has fallen dramatically, power is shifting from states to corporations, and globalization keeps grinding higher. No conclusions, just 12 independent charts where hopefully a few will make you stop and think: “hmmm…”