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Global macroeconomic and financial markets in charts, created using Infinity, an AI-powered analytics and visualization platform.

New York, New York
Joined May 2023
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🇰🇷 The Kospi is down nearly 45% since the June peak.
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🇺🇸 US data center construction spending is going parabolic.
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🇰🇷 Korea’s exports almost doubled year over year, posting the strongest growth rate since 1974.
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🇺🇸 The valuation premium of the tech sector relative to the broader market has nearly evaporated.
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🇺🇸 The Atlanta Fed’s GDPNow model is now tracking Q3 GDP at 3.4%, down from 3.5% last week.
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🇺🇸 Our daily underlying growth estimate has been stable at around 2.9%, well above potential growth.
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Natural gas futures have sold off amid expectations that a strong El Niño could bring a milder winter and weaker heating demand.
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🇮🇩 Indonesia's weight in emerging market equity benchmarks continued to dwindle.
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The S&P 500's valuation bear market continues... down near 18x... it was >23x a year ago @soberlook thedailyshot.com/subscribe/
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What does the Atlanta Fed GDPNow model say about each component of GDP in Q3?
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🇺🇸 US high-frequency dashboard, composed of daily and weekly economic indicators (updated as of Oct. 23, 2026). #economy
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It is uncommon to lose money over a one-year horizon on 2-year Treasuries. h/t @FinancialTimes ft.com/content/7cd54d93-eff8…
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According to Professor Takatoshi Ito’s Japanization indices, China has been more “Japanized” than Japan over the past few years.
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Indonesia equities now trade at a steep discount to the EM universe.
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🇺🇸 US homebuilder sentiment sinks to multi-year low Oct NAHB index: 29 (est. 32) · prev 32
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🇺🇸 US high-frequency dashboard, composed of daily and weekly economic indicators (updated as of Oct. 16, 2026).
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The VVIX index (vol-of-vol) is surging.
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The CNN Fear & Greed Index shifted into “extreme fear” territory.
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The health care sector’s weight in the S&P 500 has fallen precipitously over the past few years.
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Our CTA positioning indicator for US Treasuries reached a record low ahead of the rally.
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