Top 5 Charts of the Day – December 26th 2020

26 December, 2020

Earnings, value and EMs: the market trends for 2021 in charts – FT
*Link: https://t.co/cQJ8UXuhzw pic.twitter.com/nASsSJr4kT
— Christophe Barraud (@C_Barraud) December 26, 2020

#Housing | U.S. #Refinancing Activity Keeps Boominghttps://t.co/q1EvIQPrMn
— Christophe Barraud (@C_Barraud) December 26, 2020

Thursday was the highest equity put/call ratio since late October. pic.twitter.com/AKJZ82tRuZ
— Helene Meisler (@hmeisler) December 26, 2020

This year's GDP falls mean you need to be careful with 2021 growth forecasts, as statistical carryover is big. Take Turkey. Bloomberg consensus is for 4.1% growth in 2021 (horizontal), but carryover is 5.1% (vertical), so markets are bearish. Chile is the opposite. Very bullish. pic.twitter.com/RqNXjqXQRu
— Robin Brooks (@RobinBrooksIIF) December 26, 2020

Asset Class Returns over the Last 10 Years…
Data via @ycharts https://t.co/ctsmWg0Luc pic.twitter.com/w90aGkz15N
— Charlie Bilello (@charliebilello) December 26, 2020