Good morning! Below is Chartcuterie for 3/7/15, cross-posted from Twitter (curated list here).
First off, from Bespoke's work this week on German investment and trade. Eurozone imbalances, all you need to know.
But things are looking up for the Eurozone. In two charts, this is a nice summary from Barclays.
In the US, GS highlights healthcare disinflation driven by public sector cost discipline.
DB looks at a driver of US inflation: shelter. This has only one way to go team.
Citi shows the relationship between corporate profits and employee compensation: labor vs capital.
GS Global Leading Indicator is now in contraction territory.
Citi analysis says equity risk premiums are elevated, while duration and spread premiums are collapsing.
And here's year-to-date bond returns by component, broken down by JPM Asset Management.
Finally, output, productivity, and labor cost in the US: a long view. (Bespoke)
Have a great day! Chartcuterie will be back tomorrow.
