⚠️US M2 money supply rose to a record high Shocking Charts Of The Day #35 Friday's top 5 charts + 15 premium ones, find them below!👇 shockingchart.substack.com/p…

🤯SHOCKING CHART OF THE DAY, #5: Global government interest expense is up to $5.6 trillion, an all-time high.

🚨SHOCKING CHART OF THE DAY, #4: US M2 money supply hit a record $23.3 trillion in August.

⚠️SHOCKING CHART OF THE DAY, #3 The US semiconductor index is underperforming the Nasdaq 100 by the widest margin since 2007 so far in Q3 2026.

🔴SHOCKING CHART OF THE DAY, #2: Global official central bank gold holdings are now larger than foreign official Treasury holdings.

‼️SHOCKING CHART OF THE DAY, #1: Average US Treasury yield rose to 5.1%, the 2nd-highest level since the Global Financial Crisis.

⚠️Government bond yields continue to rise Shocking Charts Of The Day #34 Thursday's top 5 charts + 15 premium ones, find them below!👇 shockingchart.substack.com/p…

🤯SHOCKING CHART OF THE DAY, #5: The S&P 500 has seen 7 straight sessions with more 52-week lows than 52-week highs, the longest streak since the April 2025 “Liberation Day” selloff.

🚨SHOCKING CHART OF THE DAY, #4: China is shifting its crude import mix away from sanctioned Russian and Iranian oil toward the open market. At the same time, total seaborne crude imports remain weak at 7.2mb/d, down -2.7mb/d YoY, or-27%, and nearly 3mb/d below seasonal norms, meaning the change in sourcing is happening alongside much weaker overall demand.

⚠️SHOCKING CHART OF THE DAY, #3 Japan’s 10-year yield jumped +10 bps to 3.075%, its highest level since 1996, following the three-day holiday break. The 5-year and 20-year yields also surged around +10 bps each, reaching 2.375% and 3.915%, respectively.

🔴SHOCKING CHART OF THE DAY, #2: The 30-year US real yield has soared to 3.18%, its highest level since 2002, while the 10-year real yield has risen to 2.79%, its highest since 2008.

‼️SHOCKING CHART OF THE DAY, #1: VLCC earnings have surged nearly 20x this year, reaching the highest levels on record as the war in Iran severely squeezes vessel supply. The supply shock is spreading across smaller tankers and other vessel types, pushing freight rates and ship values sharply higher while attracting a wave of new financial investors.

⚠️Market breadth is weakening Shocking Charts Of The Day #33 Wednesday's top 5 charts + 15 premium ones, find them below!👇 shockingchart.substack.com/p…

🤯SHOCKING CHART OF THE DAY, #5: Market breadth is deteriorating sharply beneath the surface. The S&P 500 has recorded more 52-week lows than highs for 6 straight days, even as the index trades within 1% of its all-time high. Over the past month, the S&P 500 has gained +1.2%, yet 9 of 11 sectors are down, showing how narrowly the market’s gains are concentrated.

🚨SHOCKING CHART OF THE DAY, #4: The average US 30-year fixed mortgage rate surged +15 basis points last week, to 7.12%, the highest reading since May 2024.

⚠️SHOCKING CHART OF THE DAY, #3 The MSCI South Korea ETF, $EWY, posted -$1.1 billion in outflows last week, its largest weekly outflow ever recorded.

🔴SHOCKING CHART OF THE DAY, #2: Governments are spending heavily to 'protect' consumers from higher energy costs. France has introduced 12 energy-support measures, the most among the countries shown, while Italy and India have introduced 6 each. However, many of these measures are untargeted, meaning they provide support beyond the households and businesses most affected, increasing the strain on public finances.

‼️SHOCKING CHART OF THE DAY, #1: Oil traders are making record bets on lower prices, with Brent put-option volume reaching ~764,000 contracts. At the same time, the Brent 2nd-month call-put skew fell to its lowest level since June, showing that bullish demand for calls has faded. The shift comes as Saudi Arabia works to restore oil flows and signs of progress emerge toward reopening the Strait of Hormuz, easing fears of prolonged supply disruptions.

⚠️China is importing record amounts of gold Shocking Charts Of The Day #32 Tuesday's top 5 charts + 15 premium ones, find them below!👇 shockingchart.substack.com/p…

🤯SHOCKING CHART OF THE DAY, #5: Private credit defaults range from 1% to 19%, depending on how they are measured.