5 Worrisome Charts Via Financials Analyst Jonathan Casteleyn

Takeaway: Two words .. be careful.

5 Worrisome Charts Via Financials Analyst Jonathan Casteleyn - Bull SCREAM 01.06.2015

Below are five charts and brief analysis from Hedgeye Financials analyst Jonathan Casteleyn.  Spoiler Alert ... all is not well in credit markets, equities and the U.S. economy.

You can follow him on Twitter @hedgeyeJC.

Click on Each chart to enlarge

#1

Global growth is on fire for sure!

5 Worrisome Charts Via Financials Analyst Jonathan Casteleyn - JC bond yields 

#2

S&P 500 earnings to be up +11% for 2018? Giddy up (not)!

5 Worrisome Charts Via Financials Analyst Jonathan Casteleyn - JC s p earnings expec

#3

Upgrade to Downgrade ratios in corporate credit has ALWAYS lead equity prices and the ratio is declining again

5 Worrisome Charts Via Financials Analyst Jonathan Casteleyn - JC upgrade downgrade ratio

#4

The current short squeeze in EM stocks is right within the +20% gain which has happened 8 times since '11

5 Worrisome Charts Via Financials Analyst Jonathan Casteleyn - JC EM

#5

U.S. distressed rates lead defaults and the distressed category is again breaking out for a new bankruptcy cycle

5 Worrisome Charts Via Financials Analyst Jonathan Casteleyn - JC default