Chart of the Day
Coverage, charts, video and research on Chart of the Day for universal owners.
Chart of the day — 2026-06-02
A faster pace than the prior five years, the Strait shut — and one chart.
Chart of the day — 2026-06-01
Official PMI stalls at 50.0, the private survey jumps to 51.8 — and one chart.
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.
Chart of the day — 2026-05-29
Every AI-governance proposal lost, the biggest fund couldn't move it, and one chart.
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.
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.
Chart of the day — 2026-05-26
$15tn in state hands, the Gulf 7 at 43% of all dealmaking, Indonesia joins — and one chart.
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.
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.
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.
The morning briefing for the people who allocate long-horizon capital.
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