All Charts

#19

Unemployment vs Not in Labor Force

#31

US Unemployment vs Jobs Plentiful

#38

GMI Business Cycle vs ISM

Coming Soon

#39

Taiwan Trade Exports YoY

Coming Soon

#40

Global Economy Index

Coming Soon

#41

New Orders-Inventories (4m Lead)

Coming Soon

#46

Global Manufacturing PMI vs G3 Credit Impulse

Coming Soon

#50

Growth Tax vs ISM

Coming Soon

#54

Mortgage Service vs ISM

Coming Soon

#55

ISM YoY vs 2/10 Yield Curve

#56

GDP vs Cass Freight Index

Coming Soon

#57

Cass Freight Index

Coming Soon

#58

Unemployment vs Challenger Layoffs

#59

GDP vs Consumer Expectations

Coming Soon

#60

Temporary Hiring vs ISM

Coming Soon

#61

Empire State vs ISM

Coming Soon

#92

Inflation· 6 charts

Commodities vs Inflation Expectations

Coming Soon

ISM Prices Paid vs CPI

#29

PPI vs Philly Fed Prices Paid

Coming Soon

#32

New Tenant Rent vs CPI

#44

ISM Prices Paid (24m Lead)

Coming Soon

#99

CPI Inflation Rate

Monetary Policy· 9 charts

Stimulative Policy - Central Banks in Easing Mode

Coming Soon

#23

US Domestic Liquidity vs Yield Curve

#25

G3 Credit Impulse vs US ISM

Coming Soon

#33

Financial Conditions vs ISM

Coming Soon

#35

US Domestic Liquidity vs Yield Curve (Dark)

#62

80% of Global Central Banks in Easing Mode

Coming Soon

#96

M2 Money Supply

#97

Fed Balance Sheet

#98

Federal Funds Rate

Treasury Markets· 13 charts

#18

MOVE Index vs DXY

#21

ISM vs 2-Year Bond Yield

#37

ISM vs 2-Year Yield (GMI Style)

#43

DXY vs 10Y Treasury Yield

#45

Fed Funds vs 2-Year Treasury

#51

2s10s Yield Curve vs DXY (Inverted)

#52

10Y Treasury vs Copper/Gold Ratio

#100

10-Year Treasury Yield

#101

2-Year Treasury Yield

#102

30-Year Treasury Yield

#103

Yield Curve (10Y-2Y)

#104

Real Rates (10Y - CPI)

#105

Credit Spreads (High Yield)

Equity Markets· 16 charts

#15

AAII Sentiment vs S&P 500

#17

Economic Surprises vs Earnings

Coming Soon

#22

ISM vs S&P 500 EPS Upgrades

Coming Soon

#26

S&P 500/Gold Ratio - 120 Years of Mean Reversion

Coming Soon

#27

S&P 500 vs US Liquidity (4H Chart)

#47

Emerging Markets P/EBITDA vs Forward Returns

Coming Soon

#49

S&P 500 vs ISM Disconnect

#67

SPX P/EBITDA vs Forward 10Y Returns

Coming Soon

#84

S&P 500 Index

#85

NASDAQ Composite

#86

Dow Jones Industrial Average

#87

Russell 2000 Index

#88

VIX Volatility Index

#89

Emerging Markets (EEM)

#90

Small Cap vs Large Cap

#91

FANG+ Stocks Performance

Gold & Precious Metals· 16 charts

Gold 2-Year % Rate of Change vs CPI

Gold Miners vs Money Supply

Coming Soon

Gold-to-Silver Ratio

Silver-to-S&P 500 Ratio

#10

Oil & Gas vs Gold Miners

Coming Soon

#24

Gold Miners-to-Gold Ratio

Coming Soon

#28

Silver Junior Miners-to-Silver Ratio

Coming Soon

#36

Gold Miners-to-Gold Ratio (Annotated)

Coming Soon

#48

Gold vs Real Rates

#64

Gold vs Real Rates

#65

Gold-to-Silver Ratio (338 Years)

Coming Soon

#66

Silver (Cup & Handle Pattern)

#70

Silver Adjusted for CPI

Coming Soon

#72

Gold Price

#73

Silver Price

#83

Gold vs Dollar Index

Commodities· 9 charts

#11

Commodities vs Gold

#20

OPEC Crude Production vs ISM

Coming Soon

#34

China Credit vs Commodities

Coming Soon

#53

Crude Oil vs 10Y Treasury Yield

#63

Gold/Copper Ratio Leads Commodities

Coming Soon

#79

WTI Crude Oil

#80

Copper Futures

#81

Copper/Gold Ratio

#82

Oil/Gold Ratio

Bitcoin· 12 charts

#12

Bitcoin vs Global M2

#13

Bitcoin Relative Strength Index (RSI)

Coming Soon

#14

Russell 2000 vs Ethereum

#30

Bitcoin vs Yield Curve

#68

ISM vs Bitcoin Implied ISM Pricing

Coming Soon

#69

ISM vs Empire State vs Bitcoin

Coming Soon

#71

Crypto vs Nasdaq

#74

Bitcoin Price

#75

Ethereum Price

#76

Bitcoin vs Gold

#77

Bitcoin vs Ethereum

#78

S&P 500 / Bitcoin Correlation

US Dollar· 1 chart

#42

US Dollar Index (DXY)