2 Comments

Dear Chart Book:

The charts that would help us the most are actually LIQUIDITY charts:

1) TGA - RRP = NET LIQUIDITY

ANY RRP that gets released helps risk assets

2) Global Liquidity Index

Global M2 etc

Not easy but we would really love to see them 🙏🙏🙏🙏

Expand full comment

The Chart 7 does not match the described context. The chart is indicating US productivity instead of unit cost.

Expand full comment