Bloomberg puts out an institutional product called “Financial Conditions” that has lots of great charts and commentary.
Whenever I get a big run of charts from someone, I like to see if I can find the one thread weaved throughout the carpet reveals a truth in narrative.
See if you can identify that story below.
Game show participant: “I can name that narrative in three charts.“
Well? What do you think?
FINANCIAL CONDITIONS WATCH
MICHAEL R. ROSENBERG
Bloomberg, APRIL 13, 2012
GLOBAL MACRO TRENDS AND STRATEGIES