• Login
  • Register
A Bird's Eye View Blog

Market Highlights in Charts 3.28.18

By:BCM Investment Team | Date:Mar28, 2018 | Category: Equity, Economics, Market Highlights, Fireside Charts

China, China, China… oil imports, currency and trade surplus climbing; a comparative look at countries’ debt issuance, plus a reminder of the last time we used tariffs with Smoot–Hawley, all in today’s Market Highlights in Charts.

1. Did everyone forget that bonds have bear markets too?

 treasury yields stay elevated

Source: Bloomberg; As of 3/25/18

 

 

2. An update on why banks are making money again.

 

  national rate on non jumbo deposits

 Source: WSJ Daily Shot; As of 3/27/18


3. If this lasts, it will certainly help our trade deficit with China.


usd/ cny

Source: WSJ Daily Shot; As of 3/26/18

 

 

4. And with a ~$2 trillion annual deficit...

 

 top 5 nations by total government debt securities

Source: WSJ Daily Shot; As of 3/27/18

 

 

5. While we believe tariffs do not work, the cause of reducing the trade deficit with China is noble...

 

us china trade deal
Source: WSJ Daily Shot; As of 3/28/18

 

 

6. This is what happened the last time we tried tariffs.

 

trade flows after smoot hawley
Source: WSJ Daily Shot; As of 3/28/18

 

 

7. As the world's #2 economy keeps growing...


china larger importer oil

Source: WSJ Daily Shot; As of 3/28/18

 

8. We're exporting natural gas to Kuwait and UAE?!

 

us exports liquefied natural gas
Source: WSJ Daily Shot; As of 3/25/18

 

 

9. This is sad... it is like the lenders are a casino... they want another shot at getting their money back.

 

 credit scores for people with bankruptcies

Source: WSJ Daily Shot; As of 3/28/18

 

 

10. ...and at these rates they are likely to "win"...

 

 average aprs offered to lending tree users

Source: WSJ Daily Shot; As of 3/28/18

 

 

Disclosure: The charts and info-graphics contained in this blog are typically based on data obtained from 3rd parties and are believed to be accurate. The commentary included is the opinion of the author and subject to change at any time. Any reference to specific securities or investments are for illustrative purposes only and are not intended as investment advice nor are a recommendation to take any action. Individual securities mentioned may be held in client accounts.