Charts That Matter – Tuesday, Nov. 27


Global Auto Sales, through September YoY: This kind of fall was seen a decade back, but then it was a crisis.

I think the consumer is getting increasingly tapped out and this also applies to emerging markets.

Fund managers expect deterioration in global corporate margins over the next twelve months.

Multiple headwinds of rising rates along with trade war. Lower oil prices actually shaves-off GDP growth because Capex in oil and gas comes to a complete halt.

Does South Korea’s export data point to further weakness in the global economy?

Historically South Korean exports have acted as a canary in global export growth.

Financial conditions in the US continue to tighten.

I don’t care what rates are… I care how good is the LIQUIDITY and LIQUIDITY is getting drained through tightening Financial conditions

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