Good morning! Below is Chartcuterie for 4/5/15, cross-posted from Twitter (curated list here).
Starting off, GBP vols are bid ahead of what promises to be an exCiting general election. (Bespoke)
HSBC thinks there's a full-blown bubble under way in USD. It's an...interesting theory.
OxEco game plans a Grexit for European growth and Italian government debt.
BNP highlights some very optimistic (and consensus) signals for the Eurozone, regardless of the Grexit possibilities.
This despite market pricing of inflation probabilities that suggest almost no chance of real price pressures. (GS)
Low rates are being taken advantage of by corporates though; Q1 and YTD issuance stats via UBS.
In LatAm, DB highlights much higher ULCs for most of the region; Mexico an interesting outlier here.
Sales of food are dropping in volume terms, but revenue looks solid due to lower promotional activity. (RBC)
GS charts share of S&P 500 Net Income through time.
And finishing out: S&P 500 breadth, technicals, and PE over time. (Bespoke)
That's it for the Easter edition of Chartcuterie. It'll be back next weekend.