Info-Graphs

2017 People’s Choice Charts

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.

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  1. 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!

S&P 500 seasonality

  1. 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 500 seasonality

  1. 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.

S&P 500 seasonality

  1. 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.

S&P 500 seasonality

  1. 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.

S&P 500 seasonality

For more and deeper insights on global economics and asset allocation, and some more good charts you may want to subscribe to the Weekly Macro Themes.  Click through for free look or a trial.

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Article by Callum Thomas, Top Down Charts