Good morning! Below is Chartcuterie for 3/22/15, cross-posted from Twitter (curated list here).
First up, summary of the FOMC's kneecapping of economic projections from the statement this week. (Bespoke)
BNP says USD strength isn't over on a relative rate differential, even after the FOMC "mark to market" of projections
Meanwhile over at HSBC there are questions about how much further the dollar can run given valuations.
MS notes US credit growth as support for price growth, and a lower savings rate could be in the cards.
Nothing new here but GS thinks a higher IOER rate isn't going to get it done when the FOMC moves rates higher.
Capital Economics sums up the muted consumption pass through from oil, which has boosted savings so far.
Oxford Economics has some interesting comparisons of US/UK labor cost and labor force trends.
GS argues DKK is definitely over-valued by any measure, but not excessively so.
Oxford Economics does not see any upside for China GDP based on their proxy.
Finally, since the October washout, small caps have seen beaten large cap, in almost every sector. (Bespoke)
That's it for Chartcuterie this weekend. See you next Saturday morning!
