Top 5 Charts of the Day – February 18th 2021

18 February, 2021

The world’s stock of negative-yielding bonds has fallen by $3 trillion so far this year as inflation expectations rise – Bloomberg pic.twitter.com/Q0ehp76mr5
— Christophe Barraud (@C_Barraud) February 18, 2021

After U.S. retail sales, factory output and a measure of producer prices beat forecasts in January, Bloomberg’s U.S. Economic Surprise Index jumped — the only bigger surge over the past decade was in November 2017. pic.twitter.com/WiGnz0KHwz
— Christophe Barraud (@C_Barraud) February 18, 2021

Yesterday’s massive beats for PPI & retail sales sent Citi Economic Surprise Index higher; 1d move (bottom panel) was among largest in history, but hasn’t been nearly enough to lift overall level (top), which is still down markedly from peak during/right after crisis pic.twitter.com/mq0Wx01eQ7
— Liz Ann Sonders (@LizAnnSonders) February 18, 2021

flows towards #inflation-related assets have exploded! ht @SoberLook pic.twitter.com/UxizeR8Y1s
— jeroen blokland (@jsblokland) February 17, 2021

The nine-month rate of change in Building Permits is the highest since 1983 and the second strongest on record. https://t.co/burzlHP10j pic.twitter.com/AQGESQsd4q
— Bespoke (@bespokeinvest) February 18, 2021