The end of Q1 is rapidly approaching, and what a year this quarter has been! Obviously a lot has changed since the start of the year, and the situation is fluid, to say the least. So I thought it would be helpful to take a quick progress check on the “10 Charts to Watch in 2020“.
In the original article I shared what I thought would be the 10 most important charts to watch for multi-asset investors in the year ahead (and beyond).
In this article I have updated those 10 charts, and provided some updated comments.
With all that’s gone on, some of my initial thoughts and expectations from the original article proved completely wrong – at least at this juncture (still three quarters to go).
So this is quite a good exercise to go through in terms of the “where to from here?” Is it time to double down on some of the original calls? Or, to make a course change?
1. Global Economy
First: the OECD has suspended updates to the composite leading indicators…
