Here they are: the most important charts of the year.
We asked our favorite portfolio managers, strategists, analysts, and economists across the Street for the charts that they deem the most important right now, and this is what they sent us.
Much of the focus is on the 10-year Treasury yield — where does it go, and what is the read-across for other financial markets around the globe? Many are focused on the stock market as well, the consensus being that indices will rise to new highs again in 2014.
But there are a lot of other things going on as well.
Emad Mostaque, Noah Capital Markets
Jack Bogle, The Vanguard Group
Byron Wien, Blackstone Group
Jim O'Neill, formerly of Goldman Sachs
David Woo, BofA Merrill Lynch
Steven Englander, Citi
Harley Bassman, Credit Suisse
Bartosz Pawlowski, BNP Paribas
Michael Schumacher, UBS
Jan Hatzius, Goldman Sachs
Sean Darby, Jefferies
Francisco Blanch, BofA Merrill Lynch
Neal Soss, Credit Suisse
Ed Morse, Citi
Gerard Minack, Minack Advisors
Jens Nordvig, Nomura
Tobias Levkovich, Citi
George Magnus, UBS
Paul McNamara, GAM
Michael Hartnett, BofA Merrill Lynch
Kit Juckes, Société Générale
David Bianco, Deutsche Bank
Michael Feroli, JPMorgan
Manmohan Singh, IMF
Neville Hill, Credit Suisse
Toby Nangle, Threadneedle Investments
Kevin Ferry, Cronus Futures Management
Oleg Melentyev, Deutsche Bank
Lorcan Roche Kelly, Agenda Research
Priya Misra, BofA Merrill Lynch
Ellen Zentner, Morgan Stanley
David Zervos, Jefferies
Alan Ruskin, Deutsche Bank
Sebastien Galy, Société Générale
John Stoltzfus, Oppenheimer
Lars Christensen, Danske Bank
Gennadiy Goldberg, TD Securities
Jamie Searle, Citi
Jacques Cailloux, Nomura
Alexander Ineichen, Ineichen Research & Management
Michael Widmer, BofA Merrill Lynch
Dave Lutz, Stifel Nicolaus
Boris Rjavinski, UBS
David Watts, CreditSights
Martin Enlund, Handelsbanken Capital Markets
Nicholas Spiro, Spiro Sovereign Strategy
Luca Jellinek, Crédit Agricole
Michael Leister, Commerzbank
David Keeble, Crédit Agricole
Dan Dicker, MercBloc
Ruslan Bikbov, BofA Merrill Lynch
Rich Yamarone, Bloomberg Briefs
James von Simson, Thurleigh Investment Managers
Frederik Ducrozet, Crédit Agricole
Dan Greenhaus, BTIG
Joshua Brown, Ritholtz Wealth Management
Jared Woodard, Condor Options
Charlie Robertson, Renaissance Capital
David Rosenberg, Gluskin Sheff
Dan Baffoe
Aurelija Augulyte, Nordea
Gabriel Sterne, Exotix
Joseph LaVorgna, Deutsche Bank
Manos Giakoumis, Euroxx
Ian Shepherdson, Pantheon Macroeconomics
Conor Sen, New River Investments
Charles Dumas, Lombard Street Research
Andrew Wilkinson, Miller Tabak
Paul Diggle, Capital Economics
Carl Lantz, Credit Suisse
Drew Matus, UBS
Gökhan Kula, MYRA Capital
Uldis Zelmenis, BTA Insurance Co
Tom Keene, Bloomberg TV
Krishna Guha, ISI
Liz Ann Sonders, Charles Schwab
Tom di Galoma, ED&F Man Capital Markets
Stephen Baines, Kames Capital
Radoslaw Bodys, PKO BP
Millan Mulraine, TD Securities
Peter Tchir, TF Market Advisors
Nicholas Colas, ConvergEx Group
Mark Dow, Behavioral Macro
Laurence Boone, BofA Merrill Lynch
Constantin Gurdgiev, Trinity College, Dublin
Matt Busigin, Macrofugue Analytics
Guillermo Roditi Dominguez, New River Investments
Owen Callan, Danske Bank
Cullen Roche, Orcam Financial Group
Barry Ritholtz, Ritholtz Wealth Management
Mebane Faber, Cambria Investment Management
Rick Harrell, Loomis Sayles
Marc Chandler, Brown Brothers Harriman
Andrew Sentance, PricewaterhouseCoopers
Tadas Viskanta, Abnormal Returns
John Brynjolffson, Armored Wolf
Vincent Foster
Stephen Green, Standard Chartered
Paul Jackson, Société Générale
Frank Holmes, US Global Investors
Gary Shilling
Michelle Meyer, BofA Merrill Lynch
Michael McDonough, Bloomberg LP
Lakshman Achuthan, ECRI
Jeff Kleintop, LPL Financial
Sam Stovall, S&P Capital IQ
David Schawel, Square 1
Jonathan Krinsky, MKM Partners
Brenda Kelly, IG Markets
Michael Block, Rhino Trading Partners
Neal Soss, Credit Suisse
Megan Greene, Maverick Intelligence
Rich Bernstein, Richard Bernstein Advisors
JC Parets, Eagle Bay Capital
Naufal Sanaullah, Macro Beat
Ed Morse, Citi
Kit Juckes, Société Générale
Bartosz Pawlowski, BNP Paribas
Aurelija Augulyte, Nordea
Paul Jackson, Société Générale
Rich Yamarone, Bloomberg Briefs
John Brynjolffson, Armored Wolf
Dan Greenhaus, BTIG
Tom Keene, Bloomberg TV
Rick Harrell, Loomis Sayles
Read more: http://www.businessinsider.com/most-important-charts-2013-12?op=1#ixzz2o7vRrREm
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