This third edition of our CIO Chartbook aims to visually depict recent global economic developments that caught our eye, namely:

1. Stronger than expected?

2. Strong data added uncertainty to monetary policy

3. A better environment for bonds and Value names?

4. Random musings

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Sources: Alpine Macro, Annual electricity data, Argus Media, Boston Partners, Bloomberg, Citi, Cybersecurity Ventures, EMBER, Fundstrat, Free Russia Foundation, Goldman Sachs, IMF, Imperva, Macrobond, MSCI, Ned Davis Research, PIMCO, Solar Power Europe, Smead, Statista, State of California, UNPD, WSJ, CIGP Estimates