Good morning! Below is Chartcuterie for 5/9/15, cross-posted from Twitter (curated list here).
First off, trade: decelerating on both import and export side. An import bounceback is good for consumption though.
Eaton Vance updates us on pretty much every return this year. Nice high-level recap in four grids.
A Japanese consumer update from CapEco; not much chatter about Japan these days as NKY keeps chugging.
Citi highlights elevated nominal rates (and therefore borrowing costs) in China; so many levers to pull...
HSBC are optimistic on China and wonder where the most export beta to a Chinese 'recovery' lies.
SocGen recaps quarterly EM flows; China FDI surge amidst other flows offshore is interesting.
GS recaps the start of QE in the Eurozone by putting it in historical context of other QEs. Interesting stuff.
Speaking of which! MS on equity flows to Europe (which reversed this week for the first time in forever, per BAML).
BAML updates their major theme performances. Not bad.
And finally: on a simple breadth basis, economic data in the US is oh so close to breaking even.... (Bespoke)
Chartcuterie returns tomorrow morning.
