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 10/28/ 2014 Most I mportant Char t s I n The Wor ld, October 2014 - Busi ness I nsi der  ht tp: //www.businessi nsi der.com/most-i mportant-char t s-i n-the-worl d-q4-2014-10?op=1 1/98  Business Ins ider 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 pu  blished this collection back in July. The economic situation in Europe has deteriorated, the 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 mark ets, with the S&P 500 recent ly declining more than 9%  before sharply rebounding, while the b ond 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, w hich 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 economi sts, analysts, bloggers, and hedge fund managers fo r the

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    Business Insider

    WALL STREET'S BRIGHTESTMINDS REVEAL THE MOSTIMPORTANT CHARTS IN THEWORLD

    MYLES UDLAND

    OCT. 27, 2014, 4:54 PM

    Here they are:the mostimportant chartsin the world.

    A lot has changedsince the lasttime wepublishedthis

    collection back inJuly.

    The economicsituation inEurope hasdeteriorated, theunemploymentrate in the UShas 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 inhistory 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 fellbelow $80 a barrel for the first time in over two years, and a Russian economy that islooking at a dramatically depreciating ruble.

    We asked our favorite economists, analysts, bloggers, and hedge fund managers for the

    http://www.businessinsider.com/author/myles-udlandhttp://www.businessinsider.com/author/myles-udlandhttp://www.businessinsider.com/author/myles-udlandhttp://www.businessinsider.com/author/myles-udlandhttp://www.businessinsider.com/author/myles-udland
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    chart they're watching right now. What they responded with was a collection of chartsreflecting the increasing market fears about deflation, the economic malaise in theeurozone, and the growing suspicion that maybe the Fed's QE program will be reinstatedfaster than many people currently expect.

    And despite the uncertainty, many of our experts offered reasons why we should beoptimistic.

    So without any further ado, here is what some of the sharpest folks on Wall Street arefocused 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

    Business Insider

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    Gennadiy Goldberg, TD Securities USA

    Business Insider

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    David Schawel, Square 1 Asset Management

    Business Insider

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    John Kiff, IMF

    Business Insider

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    Rick Rieder, BlackRock

    Business Insider

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    Millan Mulraine, TD Securities USA

    Business Insider

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    Gary Shilling, Economist

    Business Insider

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    Tadas Viskanta, Abnormal Returns

    Business Insider

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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

    Business Insider

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    Raoul Pal, Real Vision Television

    Business Insider

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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

    Business Insider

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    Jeremy Cook, WorldFirst

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    Michael McDonough, Bloomberg LP

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    David Watts, CreditSights

    Business Insider

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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

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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

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    Alexander Ineichen, Ineichen Research & Management

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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

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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

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    10/28/2014 Most Important Charts In The World, October 2014 - Business Insider

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    John Brynjolfsson, Armored Wolf

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    Paula Campbell, Morgan Stanley

    Business Insider

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    Michael McDonough, Bloomberg LP

    Business Insider

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    Jens Nordvig, Nomura

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    Alan Ruskin, Deutsche Bank

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    Aurelija Augulyte, Nordea

    Business Insider

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    10/28/2014 Most Important Charts In The World, October 2014 - Business Insider

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    Peter Tchir, Brean Capital

    Business Insider

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    Liz Ann Sonders, Charles Schwab

    Business Insider

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    10/28/2014 Most Important Charts In The World, October 2014 - Business Insider

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    Neville Hill, Credit Suisse

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    Bartosz Pawolski, Finisterre Capital

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    Gerard Minack, Minack Advisors

    Business Insider

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    10/28/2014 Most Important Charts In The World, October 2014 - Business Insider

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    Paul Diggle, Capital Economics

    Business Insider

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    10/28/2014 Most Important Charts In The World, October 2014 - Business Insider

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    Guillermo Roditi Dominguez, New River Investments

    Business Insider

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    10/28/2014 Most Important Charts In The World, October 2014 - Business Insider

    http://www.businessinsider.com/most-important-charts-in-the-world-q4-2014-10?op=1

    James von Simon, Ingenious Asset Management

    Business Insider

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    10/28/2014 Most Important Charts In The World, October 2014 - Business Insider

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    Frederik Ducrozet, Credit Agricole

    Business Insider

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    Michelle Meyer, Bank of America Merrill Lynch

    Business Insider

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    Michael Block, Rhino Trading Partners

    Business Insider

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    10/28/2014 Most Important Charts In The World, October 2014 - Business Insider

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    Frank Holmes, US Global Investors

    Business Insider

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    John Stoltzfus, Oppenheimer

    Business Insider

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    Claus Vistesen, Pantheon Macroeconomics

    Business Insider

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    10/28/2014 Most Important Charts In The World, October 2014 - Business Insider

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