Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and why:
1) JD: this stayed on the “anti-correlation” side for a few years but 2022 has kicked off another red/high correlation period
2) JL: Japan still trying to play the “Yield Curve Control” game
3) Dave: easily the fastest tightening of the modern era
Source: PSC as of 6/6/22
4) JL: ECB is way behind the Fed, finally starting to acknowledge reality?
5) Dave: as a % of disposable income, energy is far less than old highs but heading in the wrong direction
Source: Strategas, Data as of 6/3/2022
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