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USA & China Macroeconomic Trends
Here's some of the standout economic and markets charts on my radar. I aim to pick a good mix of charts covering key global macro trends, and ones which highlight risks and opportunities across asset classes. Hope you enjoy! 1. US Economic Optimism: Here's an interesting chart - it shows the overall trend in economic confidence in America based off more than half a dozen surveys. The key point is there has been quite the slump in the last couple of months. I labeled the title "recession or reset?" as a nod to the fact that there seems to be a lot of pundits rushing to call a recession. I think this is premature. ... (full story)