Most Important Charts in The World

10/28/2014
Most Important Charts In The World, October 2014 - Business Insider
WALL STREET'S BRIGHTEST

MINDS REVEAL THE MOST
IMPORTANT CHARTS IN THE
WORLD
MYLES UDLAND
OCT. 27, 2014, 4:54 PM
Here they are:

the most
important charts
in the world.
A lot has changed
since the last
time we
published this
collection back in
July.
The economic
situation in
Europe has
deteriorated, the
Business Insider
unemployment
rate in the US
has fallen below
6%, and the Fed looks poised to conclude its quantitative easing program this week.
Volatility has returned to markets, with the S&P 500 recently declining more than 9%
before sharply rebounding, while the bond market had one of its most volatile days in
history as the US 10-year yield fell 37 basis points in just a few hours.
And in the background of all of this is the declining price of oil, which on Monday fell
below $80 a barrel for the first time in over two years, and a Russian economy that is
looking at a dramatically depreciating ruble.
We asked our favorite economists, analysts, bloggers, and hedge fund managers for the
http://www.businessinsider.com/most-important-charts-in-the-world-q4-2014-10?op=1
1/98
10/28/2014
chart they're watching right now. What they responded with was a collection of charts
reflecting the increasing market fears about deflation, the economic malaise in the
eurozone, and the growing suspicion that maybe the Fed's QE program will be reinstated
faster than many people currently expect.
And despite the uncertainty, many of our experts offered reasons why we should be
optimistic.
So without any further ado, here is what some of the sharpest folks on Wall Street are
focused on right now.
Dan Ivascyn, PIMCO
Business Insider
2/98
10/28/2014
David Einhorn, Greenlight Capital
Business Insider
3/98
10/28/2014
Josh Brown and Michael Batnick, Ritholtz Wealth

Management
Business Insider
4/98
10/28/2014
Aswath Damodaran, Stern School of Business
Business Insider
5/98
10/28/2014
Gennadiy Goldberg, TD Securities USA
Business Insider
6/98
10/28/2014
David Schawel, Square 1 Asset Management
Business Insider
7/98
10/28/2014
John Kiff, IMF
Business Insider
8/98
10/28/2014
Rick Rieder, BlackRock
Business Insider
9/98
10/28/2014
Millan Mulraine, TD Securities USA
Business Insider
10/98
10/28/2014
Gary Shilling, Economist
Business Insider
11/98
10/28/2014
Tadas Viskanta, Abnormal Returns
Business Insider
12/98
10/28/2014
Cullen Roche, Orcam Financial Group
Business Insider
13/98
10/28/2014
Aurelija Augulyte, Nordea
Business Insider
14/98
10/28/2014
Stephen Baines, Kames Capital
Business Insider
15/98
10/28/2014
Andrew Wilkinson, Interactive Brokers
Business Insider
16/98
10/28/2014
Jesse Livermore, Philosophical Economics
Business Insider
17/98
10/28/2014
Paul McNamara, GAM UK
Business Insider
18/98
10/28/2014
Steve Feiss, Government Perspectives
Business Insider
19/98
10/28/2014
Raoul Pal, Real Vision Television
Business Insider
20/98
10/28/2014
Jonathan Krinsky, MKM Partners
Business Insider
21/98
10/28/2014
Rich Yamarone, Bloomberg LP
Business Insider
22/98
10/28/2014
Jared Woodard, BGC Financial
Business Insider
23/98
10/28/2014
Lorcan Roche Kelly, Agenda Research
Business Insider
24/98
10/28/2014
Vladimir Miklashevsky, Danske Bank
Business Insider
25/98
10/28/2014
Dave Lutz, JonesTrading
Business Insider
26/98
10/28/2014
Scott Buchta, Brean Capital
Business Insider
27/98
10/28/2014
Uldis Zelmenis, BTA Insurance
Business Insider
28/98
10/28/2014
David Cui, Bank of America Merrill Lynch
Business Insider
29/98
10/28/2014
Nicholas Spiro, Spiro Sovereign Strategy
Business Insider
30/98
10/28/2014
Mihar Worah, PIMCO
Business Insider
31/98
10/28/2014
Drew Matus, UBS Investment Bank
Business Insider
32/98
10/28/2014
Jeremy Cook, WorldFirst
Business Insider
33/98
10/28/2014
Michael McDonough, Bloomberg LP
Business Insider
34/98
10/28/2014
David Watts, CreditSights
Business Insider
35/98
10/28/2014
Torsten Slok, Deutsche Bank
Business Insider
36/98
10/28/2014
Saeed Amen, The Thalesians
Business Insider
37/98
10/28/2014
Charles Dumas, Lombard Street Research
Business Insider
38/98
10/28/2014
Francisco Blanch, Bank of America Merrill Lynch Global

Research
Business Insider
39/98
10/28/2014
Scott Mather, PIMCO
Business Insider
40/98
10/28/2014
Richard McGuire, Rabobank
Business Insider
41/98
10/28/2014
Paul McNamara, GAM UK
Business Insider
42/98
10/28/2014
Sean Darby, Jefferies
Business Insider
43/98
10/28/2014
George Pearkes, Bespoke Investment Group
Business Insider
44/98
10/28/2014
George Magnus, UBS
Business Insider
45/98
10/28/2014
Martin Enlund, Nordea Markets
Business Insider
46/98
10/28/2014
Brenda Kelly, IG
Business Insider
47/98
10/28/2014
Mark Dow, Behavioral Macro
Business Insider
48/98
10/28/2014
Neil Dutta, Renaissance Macro Research
Business Insider
49/98
10/28/2014
Virginie Maisonneuve, PIMCO
Business Insider
50/98
10/28/2014
Peter Tchir, Brean Capital
Business Insider
51/98
10/28/2014
Neville Hill, Credit Suisse
Business Insider
52/98
10/28/2014
Walter Zimmerman, United-ICAP
Business Insider
53/98
10/28/2014
Ian Shepherdson, Pantheon Macroeconomics
Business Insider
54/98
10/28/2014
David Bianco, Deutsche Bank
Business Insider
55/98
10/28/2014
Lakshman Achuthan, Economic Cycle Research

Institute
Business Insider
56/98
10/28/2014
Alexander Ineichen, Ineichen Research & Management
Business Insider
57/98
10/28/2014
Mark Kiesel, PIMCO
Business Insider
58/98
10/28/2014
David Einhorn, Greenlight Capital
Business Insider
59/98
10/28/2014
Chris Rupkey, MUFG
Business Insider
60/98
10/28/2014
Claus Vistesen, Pantheon Macroeconomics
Business Insider
61/98
10/28/2014
Kit Juckes, Societe Generale
Business Insider
62/98
10/28/2014
Jonathan Golub, RBC Capital Markets
Business Insider
63/98
10/28/2014
Bob Doll, Nuveen Asset Management
Business Insider
64/98
10/28/2014
Wei Yao, Societe Generale
Business Insider
65/98
10/28/2014
Zach Pandl, Columbia Management
Business Insider
66/98
10/28/2014
Byron Wien, Blackstone Advisory Partners
Business Insider
67/98
10/28/2014
Tom Lee, FundStrat
Business Insider
68/98
10/28/2014
Sebastian Galy, Societe Generale
Business Insider
69/98
10/28/2014
Carl Icahn, Icahn Enterprises
Business Insider
70/98
10/28/2014
Francisco Blanch, Bank of America Merrill Lynch Global

Research
Business Insider
71/98
10/28/2014
Tom Keene, Bloomberg News
Business Insider
72/98
10/28/2014
Tom Tucci, CIBC World Markets
Business Insider
73/98
10/28/2014
Invictus, The Big Picture Blog
Business Insider
74/98
10/28/2014
Sam Stovall, S&P
Business Insider
75/98
10/28/2014
Mohammed Yaseen Nalla, Nedbank Capital
Business Insider
76/98
10/28/2014
Tobias Levkovich, Citi Research
Business Insider
77/98
10/28/2014
John Brynjolfsson, Armored Wolf
Business Insider
78/98
10/28/2014
Paula Campbell, Morgan Stanley
Business Insider
79/98
10/28/2014
Michael McDonough, Bloomberg LP
Business Insider
80/98
10/28/2014
Jens Nordvig, Nomura
Business Insider
81/98
10/28/2014
Alan Ruskin, Deutsche Bank
Business Insider
82/98
10/28/2014
Aurelija Augulyte, Nordea
Business Insider
83/98
10/28/2014
Peter Tchir, Brean Capital
Business Insider
84/98
10/28/2014
Liz Ann Sonders, Charles Schwab
Business Insider
85/98
10/28/2014
Neville Hill, Credit Suisse
Business Insider
86/98
10/28/2014
Bartosz Pawolski, Finisterre Capital
Business Insider
87/98
10/28/2014
Gerard Minack, Minack Advisors
Business Insider
88/98
10/28/2014
Paul Diggle, Capital Economics
Business Insider
89/98
10/28/2014
Guillermo Roditi Dominguez, New River Investments
Business Insider
90/98
10/28/2014
James von Simon, Ingenious Asset Management
Business Insider
91/98
10/28/2014
Frederik Ducrozet, Credit Agricole
Business Insider
92/98
10/28/2014
Michelle Meyer, Bank of America Merrill Lynch
Business Insider
93/98
10/28/2014
Michael Block, Rhino Trading Partners
Business Insider
94/98
10/28/2014
Frank Holmes, US Global Investors
Business Insider
95/98
10/28/2014
John Stoltzfus, Oppenheimer
Business Insider
96/98
10/28/2014
Claus Vistesen, Pantheon Macroeconomics
Business Insider
97/98
10/28/2014
And Now That You've Seen The Most Important

Charts...
MORGAN
STANLEY:
Here Are
42 Stocks
That'll
Thrive
Evne If The
Economy Gets Worse
Wikimedia Commons
* Copyright 2014 Business Insider Inc. All rights reserved.
98/98

Most Important Charts in The World

Uploaded by

Document Information

Original Title

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

Most Important Charts in The World

Uploaded by

Copyright:

Available Formats

10/28/2014

Most Important Charts In The World, October 2014 - Business Insider

WALL STREET'S BRIGHTEST

Here they are:

Most Important Charts In The World, October 2014 - Business Insider

Dan Ivascyn, PIMCO

Most Important Charts In The World, October 2014 - Business Insider

David Einhorn, Greenlight Capital

Most Important Charts In The World, October 2014 - Business Insider

Josh Brown and Michael Batnick, Ritholtz Wealth

Most Important Charts In The World, October 2014 - Business Insider

Aswath Damodaran, Stern School of Business

Most Important Charts In The World, October 2014 - Business Insider

Gennadiy Goldberg, TD Securities USA

Most Important Charts In The World, October 2014 - Business Insider

David Schawel, Square 1 Asset Management

Most Important Charts In The World, October 2014 - Business Insider

John Kiff, IMF

Most Important Charts In The World, October 2014 - Business Insider

Rick Rieder, BlackRock

Most Important Charts In The World, October 2014 - Business Insider

Millan Mulraine, TD Securities USA

Most Important Charts In The World, October 2014 - Business Insider

Gary Shilling, Economist

Most Important Charts In The World, October 2014 - Business Insider

Tadas Viskanta, Abnormal Returns

Most Important Charts In The World, October 2014 - Business Insider

Cullen Roche, Orcam Financial Group

Most Important Charts In The World, October 2014 - Business Insider

Aurelija Augulyte, Nordea

Most Important Charts In The World, October 2014 - Business Insider

Stephen Baines, Kames Capital

Most Important Charts In The World, October 2014 - Business Insider

Andrew Wilkinson, Interactive Brokers

Most Important Charts In The World, October 2014 - Business Insider

Jesse Livermore, Philosophical Economics

Most Important Charts In The World, October 2014 - Business Insider

Paul McNamara, GAM UK

Most Important Charts In The World, October 2014 - Business Insider

Steve Feiss, Government Perspectives

Most Important Charts In The World, October 2014 - Business Insider

Raoul Pal, Real Vision Television

Most Important Charts In The World, October 2014 - Business Insider

Jonathan Krinsky, MKM Partners

Most Important Charts In The World, October 2014 - Business Insider

Rich Yamarone, Bloomberg LP

Most Important Charts In The World, October 2014 - Business Insider

Jared Woodard, BGC Financial

Most Important Charts In The World, October 2014 - Business Insider

Lorcan Roche Kelly, Agenda Research

Most Important Charts In The World, October 2014 - Business Insider

Vladimir Miklashevsky, Danske Bank

Most Important Charts In The World, October 2014 - Business Insider

Dave Lutz, JonesTrading

Most Important Charts In The World, October 2014 - Business Insider

Scott Buchta, Brean Capital

Most Important Charts In The World, October 2014 - Business Insider

Uldis Zelmenis, BTA Insurance

Most Important Charts In The World, October 2014 - Business Insider

David Cui, Bank of America Merrill Lynch

Most Important Charts In The World, October 2014 - Business Insider

Nicholas Spiro, Spiro Sovereign Strategy

Most Important Charts In The World, October 2014 - Business Insider