We asked our favorite portfolio managers, strategists, analysts, and economists across the Street for the charts that they deem the most important right now, and this is what they sent us.
A lot of the focus is on the stock market, as many consider it to be at a critical juncture. The withdrawal of Federal Reserve stimulus and attendant normalization of interest rates is also a hot topic — as is the bloodbath in emerging markets — while many are coming around to the notion that the American economy just can’t grow like it used to anymore.
But there are a lot of other things going on as well.
Here they are: the most important charts in the world.
David Bianco, Deutsche Bank
Michael Widmer, BofA Merrill Lynch
Byron Wien, Blackstone Group
James von Simson, Thurleigh Investment Managers
Neville Hill, Credit Suisse
Huw Pill, Goldman Sachs
Joshua Demasi, Loomis Sayles
Michael Feroli, JPMorgan
Steven Englander, Citi
Manmohan Singh, IMF
Toby Nangle, Threadneedle Investments
Bartosz Pawlowski, BNP Paribas
Manos Giakoumis, Euroxx Securities
Vincent Foster
Francisco Blanch, BofA Merrill Lynch
George Goncalves, Nomura
Uldis Zelmenis, BTA Insurance Co
David Marquart, First New York Securities
Gerard Minack, Minack Advisors
Tobias Levkovich, Citi
Harley Bassman, Credit Suisse
Aurelija Augulyte, Nordea
Jens Nordvig, Nomura
George Magnus, UBS
Gabriel Sterne, Exotix
Kit Juckes, Société Générale
Michael Hartnett, BofA Merrill Lynch
Lakshman Achuthan, ECRI
Michael McDonough, Bloomberg LP
Rick Harrell, Loomis Sayles
Sebastien Galy, Société Générale
Matt King, Citi
David Rosenberg, Gluskin Sheff
Russ Certo, Brean Capital
Frederik Ducrozet, Crédit Agricole
Radoslaw Bodys, PKO BP
Owen Callan, Danske Bank
Neal Soss, Credit Suisse
Millan Mulraine, TD Securities
Guillermo Roditi Dominguez, New River Investments
Gina Martin Adams, Wells Fargo
Nicholas Spiro, Spiro Sovereign Strategy
Emad Mostaque, Noah Capital Markets
David Watts, CreditSights
Alexander Ineichen, Ineichen Research & Management
Sean Darby, Jefferies
Dan Dicker, MercBloc
Andrew Wilkinson, Miller Tabak
John Kiff, IMF
Mark Dow, Behavioral Macro
Drew Matus, UBS
David Schawel, Square 1 Bank
Constantin Gurdgiev, Trinity College, Dublin
Gary Shilling
Grant Lewis, Daiwa Capital Markets Europe
Michael Block, Rhino Trading Partners
Nicholas Colas, ConvergEx Group
Vincent Chaigneau, Société Générale
David Cui, BofA Merrill Lynch
Jeff Kleintop, LPL Financial
Jonathan Krinsky, Miller Tabak
Ian Shepherdson, Pantheon Macroeconomics
David Zervos, Jefferies
Naufal Sanaullah, Macro Beat
Charlie Robertson, Renaissance Capital
Stephen Green, Standard Chartered
Bill McBride, Calculated Risk
Peter Tchir, TF Market Advisors
Dan Greenhaus, BTIG
Joshua Brown, Ritholtz Wealth Management
Aswath Damodaran, NYU Stern
Marc Chandler, Brown Brothers Harriman
Matt Busigin, Macrofugue Analytics
Alan Ruskin, Deutsche Bank
Tom Keene, Bloomberg TV
Stephen Baines, Kames Capital
Joseph LaVorgna, Deutsche Bank
Jared Woodard, Condor Options
Wang Tao, UBS
Rich Bernstein, Richard Bernstein Advisors
Sara Eisen, Bloomberg TV
Meb Faber, Cambria Investment Management
Brenda Kelly, IG Markets
Brenda Kelly, IG Markets
Martin Fridson, FridsonVision LLC
Abby Joseph Cohen, Goldman Sachs
Rich Yamarone, Bloomberg Briefs
Cullen Roche, Orcam Financial Group
Tadas Viskanta, Abnormal Returns
John Brynjolffson, Armored Wolf
John Stoltzfus, Oppenheimer
Frank Holmes, US Global Investors
Patrick Chovanec, Silvercrest Asset Management
Sam Stovall, S&P Capital IQ
David Watts, CreditSights
Matt King, Citi
Rick Harrell, Loomis Sayles
David Bianco, Deutsche Bank
Kit Juckes, Société Générale
George Goncalves, Nomura
Francisco Blanch, BofA Merrill Lynch
Toby Nangle, Threadneedle Investments
George Magnus, UBS
Kevin Ferry, Cronus Futures Management
See how their views have changed over the past few months…
REUTERS/Brendan McDermid, Business Insider