6 Comments
author

Really starting to see some interesting trends in the data as the macro/market situation evolves...

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Jul 25, 2022Liked by Callum Thomas

This macro combination is great.

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author

Thanks! it actually has a decent correlation with the global manufacturing PMI too :-)

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author

FYI: the charts and data are updated to the latest as per the date cited below "STANDARD CHARTS"

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How are the new "safe-haven" foreign investments in US Treasuries isolated?

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kind of hard to dig any deeper beyond the detail already present in this specific exercise, would have to cross check against other datasets...

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