Last week we published the 2017 End of Year Special Edition of the Weekly Macro Themes report, a summary of some of the best, worst, and most notable charts of 2017 (and the ones to watch in 2018). This article brings you a look at an interesting section of the report: “The 2017 People’s Choice Charts”, and follows on from the 5 Charts for the Silly Season article. In this post we look at the 5 most popular charts we tweeted this year as ranked by views and engagement. I’m sure you along with our Twitter followers will find the charts interesting and insightful – of course if you think we missed one that you think should be included please let us know in the comments or get in contact.
- First is the alternative volatility metric for the S&P500 (rolling 252-day count of daily moves greater than +/-1%), punchline is this measure of volatility has fallen to a 50-year low!
- Next is a look at S&P 500 seasonality – that red line actually managed to defy gravity and avoid the Sep/Oct lull with a close-to straight-line rally through much of the year.
- S&P again, this time the 600 (small caps) and the 100 (large caps). By this, small caps look expensive in both absolute and relative terms.
- One of the classics (could have easily put this in the favourites section) IMF PPP measures show Emerging & Developing economies now account for the dominant share of world GDP.
- And a similar chart, but a big contrast, emerging market equities account for around 15% of global equity market cap, which is interesting compared to ~55% for GDP share.
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Article by Callum Thomas, Top Down Charts