Attached is a link to our monthly chart book, please let me know if you have any issues accessing the file in a shared location on Microsoft’s OneDrive
The Mix Matters
The 2018 Central Bank Liquidity Shock
The Second Global Shock Originating in China in 5 Years
Price Stability & Low Correlation = Exogenous Influences
The Third Post-War Capex Boom
Dynamism Rec…