Topic

Chart of the Day

Coverage, charts, video and research on Chart of the Day for universal owners.

Latest in Chart of the Day
China's factory data splits in two as Wall Street prints records | Jun 1
Chart of the Day

Chart of the day — 2026-06-01

Official PMI stalls at 50.0, the private survey jumps to 51.8 — and one chart.

UAO Editorial · Jun 1, 2026
Record highs on a ceasefire bet | May 30
Chart of the Day

Chart of the day — 2026-05-30

Wall Street closed May at records, the curve rallied, and the ECB called the calm borrowed — plus a wall-to-wall data week, and one chart.

UAO Editorial · May 30, 2026
Meta's AGM and the ceiling of stewardship | May 29
Chart of the Day

Chart of the day — 2026-05-29

Every AI-governance proposal lost, the biggest fund couldn't move it, and one chart.

UAO Editorial · May 29, 2026
Korea's $1.2trn pension votes today | May 28
Chart of the Day

Chart of the day — 2026-05-28

A "tilt home" decision in Seoul, a $4.2bn AI bet from Jakarta, and one chart of the new mega-allocator policy mix.

UAO Editorial · May 28, 2026
CalPERS tears down its silos | May 27
Chart of the Day

Chart of the day — 2026-05-27

A 17% PE target, a new 8% private-credit bucket, the FSB's first private-credit warning — and one chart.

UAO Editorial · May 27, 2026
Sovereign capital is now AI's banker | May 26
Chart of the Day

Chart of the day — 2026-05-26

$15tn in state hands, the Gulf 7 at 43% of all dealmaking, Indonesia joins — and one chart.

UAO Editorial · May 26, 2026
The long bond repriced everywhere at once | May 25
Chart of the Day

Chart of the day — 2026-05-25

30-year yields hit multi-decade highs from Tokyo to London on an oil shock. Brussels cuts growth, Jakarta hikes, and AI's power bill keeps rising. One chart, one take.

UAO Editorial · May 25, 2026
You already own the AI power bill | May 23
Chart of the Day

Chart of the day — 2026-05-23

The binding constraint on AI is electricity, not chips — and a universal owner sits on every side of it. One long read, one chart.

UAO Editorial · May 24, 2026
Private credit's record default — and who votes your shares now | May 22
Chart of the Day

Chart of the day — 2026-05-22

Fitch puts US private-credit defaults at a record 6%, with most stress hidden in PIK. The Big Three split their stewardship. The Fed reshuffles its fears. One chart, one take.

UAO Editorial · May 22, 2026
The Daily Brief

The morning briefing for the people who allocate long-horizon capital.

Research, charts, video and podcast analysis for the institutions investing at the scale of the world.