Video: Top 5 Charts Of The Week - Oil, Equities, Emerging Markets

|
Includes: ACWF, ACWI, ADRE, AIIQ, BNO, DBEM, DBO, DGT, DNO, DTEC, DTO, DWT, EDBI, EDC, EDZ, EEM, EET, EEV, EMEM, EMF, EMLB, ESGE, ESGF, ESGW, EUM, EWEM, FEM, FIHD, FLQE, FLQG, GLQ, HDMV, HEEM, IEMG, KEMP, MFEM, MSF, OIL, OILD, OILK, OILU, OILX, OLEM, OLO, PPEM, RFEM, ROAM, SCHE, SCO, SPEM, SZO, UCO, USAI, USL, USO, USOD, USOI, USOU, UWT, VGFO, VT, VWO, WBIL, WTID, WTIU, XMX, XSOE
by: Topdown Charts
Summary

Facing a number of headwinds, Crude oil is breaking down.

Global investors pulled in their horns through October.

Emerging markets see good value, a tentative improvement in the PMI, and a policy uncertainty spike which may be a contrarian signal.

In this video we run through the free weekly email newsletter "The Top 5 Charts of the Week" and add a bit of extra comments and context. It's a useful tour across some of our latest work and thinking and just a great selection of global macro/market charts.

This week we look at the following charts and themes:

1. Crude oil breakdown - the technical picture looks bleak as headwinds mount

2. Global institutional investor confidence - institutions drop equity allocations to a 5 year low

3. EM vs DM manufacturing PMIs - EM PMI rebounds to a 5 month high in October

4. Economic Policy Uncertainty - a contrarian signal for emerging markets?

5. Equity Risk Premium across global equities - judging value across the world.

Disclosure: I/we have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it. I have no business relationship with any company whose stock is mentioned in this article.