Good morning! Below is Chartcuterie for 3/22/15, cross-posted from Twitter (curated list here).
Barclays - USD still looks kind of cheap as the dollar bull market continues.
Barclays also notes REERs are getting very disperse in Asia.
GS contrasts relative labor competitiveness now versus a decade ago; US does well.
The European econ team at GS also put together this on EMU total factor productivity; EUR not creating convergence.
DB: Auto sales are now above per capita breakevens and then some.
CS: the Affordable Care Act is creating disinflation.
Capital Economics says Machinery, specifically Industrial Machinery, has driven shipment weakness.
Interesting from MS: there's plenty of US storage space, it's being counted wrong!
Bespoke: Chicago Fed Nat'l Activity Index decomposition shows this cycle has been missing the consumer & housing.
Finally: new home sales soared, thanks almost entirely to <$300k homes sold; this segment still has room to run.
Chartcuterie will return tomorrow.
