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

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

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David Einhorn, Greenlight Capital

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Josh Brown and Michael Batnick, Ritholtz Wealth


Management

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Aswath Damodaran, Stern School of Business

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Gennadiy Goldberg, TD Securities USA

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David Schawel, Square 1 Asset Management

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John Kiff, IMF

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Rick Rieder, BlackRock

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Millan Mulraine, TD Securities USA

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Gary Shilling, Economist

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Tadas Viskanta, Abnormal Returns

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Cullen Roche, Orcam Financial Group

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Aurelija Augulyte, Nordea

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Stephen Baines, Kames Capital

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Andrew Wilkinson, Interactive Brokers

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Jesse Livermore, Philosophical Economics

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Paul McNamara, GAM UK

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Steve Feiss, Government Perspectives

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Raoul Pal, Real Vision Television

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Jonathan Krinsky, MKM Partners

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Rich Yamarone, Bloomberg LP

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Jared Woodard, BGC Financial

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Lorcan Roche Kelly, Agenda Research

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Vladimir Miklashevsky, Danske Bank

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Dave Lutz, JonesTrading

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Scott Buchta, Brean Capital

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Uldis Zelmenis, BTA Insurance

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David Cui, Bank of America Merrill Lynch

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Nicholas Spiro, Spiro Sovereign Strategy

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Mihar Worah, PIMCO

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Drew Matus, UBS Investment Bank

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Jeremy Cook, WorldFirst

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Michael McDonough, Bloomberg LP

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David Watts, CreditSights

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Torsten Slok, Deutsche Bank

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Saeed Amen, The Thalesians

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Charles Dumas, Lombard Street Research

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Francisco Blanch, Bank of America Merrill Lynch Global


Research

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Scott Mather, PIMCO

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Richard McGuire, Rabobank

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Paul McNamara, GAM UK

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Sean Darby, Jefferies

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George Pearkes, Bespoke Investment Group

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George Magnus, UBS

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Martin Enlund, Nordea Markets

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Brenda Kelly, IG

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Mark Dow, Behavioral Macro

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Neil Dutta, Renaissance Macro Research

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Virginie Maisonneuve, PIMCO

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Peter Tchir, Brean Capital

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Neville Hill, Credit Suisse

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Walter Zimmerman, United-ICAP

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Ian Shepherdson, Pantheon Macroeconomics

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David Bianco, Deutsche Bank

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Lakshman Achuthan, Economic Cycle Research


Institute

Business Insider

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Alexander Ineichen, Ineichen Research & Management

Business Insider

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Mark Kiesel, PIMCO

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David Einhorn, Greenlight Capital

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Chris Rupkey, MUFG

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Claus Vistesen, Pantheon Macroeconomics

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Kit Juckes, Societe Generale

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Jonathan Golub, RBC Capital Markets

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Bob Doll, Nuveen Asset Management

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Wei Yao, Societe Generale

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Zach Pandl, Columbia Management

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Byron Wien, Blackstone Advisory Partners

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Tom Lee, FundStrat

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Sebastian Galy, Societe Generale

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Carl Icahn, Icahn Enterprises

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Francisco Blanch, Bank of America Merrill Lynch Global


Research

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Tom Keene, Bloomberg News

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Tom Tucci, CIBC World Markets

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Invictus, The Big Picture Blog

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Sam Stovall, S&P

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Mohammed Yaseen Nalla, Nedbank Capital

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Tobias Levkovich, Citi Research

Business Insider

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John Brynjolfsson, Armored Wolf

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Paula Campbell, Morgan Stanley

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Michael McDonough, Bloomberg LP

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Jens Nordvig, Nomura

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Alan Ruskin, Deutsche Bank

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Aurelija Augulyte, Nordea

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Peter Tchir, Brean Capital

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Liz Ann Sonders, Charles Schwab

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Neville Hill, Credit Suisse

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Bartosz Pawolski, Finisterre Capital

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Gerard Minack, Minack Advisors

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Paul Diggle, Capital Economics

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Guillermo Roditi Dominguez, New River Investments

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James von Simon, Ingenious Asset Management

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Frederik Ducrozet, Credit Agricole

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Michelle Meyer, Bank of America Merrill Lynch

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

Michael Block, Rhino Trading Partners

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Frank Holmes, US Global Investors

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John Stoltzfus, Oppenheimer

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

Claus Vistesen, Pantheon Macroeconomics

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

And Now That You've Seen The Most Important


Charts...

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