The United States: Commercial freight activity is off the highs but remains elevated. Freight spending is still climbing as shipping companies boost prices.
China: Despite the currency weakness, the implied volatility has been relatively subdued.
Rates: How did the dollar respond to rate hikes in the past?
Equity Markets: Growth stocks have massively outperformed value over the past 12 months (see chart). The valuation differential between growth and value now appears to be stretched.
Emerging Markets: Here is the history of EM crises by region and crisis type.
Food for Thought: US regulatory trends:
Edited by Joseph Cohen
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