Inflation in this Cycle (DM GDP Deflator)

Inflation in this Cycle (DM GDP Deflator) Morgan Stanley expects the return of inflation after the Great COVID-19 Recession (GCR). Image: Morgan Stanley Research

S&P 500 – The Secular Bull Market Roadmap

S&P 500 – The Secular Bull Market Roadmap Since the Great Recession, US stocks have behaved like a secular bull market. This chart suggests the S&P 500 projection based on average secular bull. Image: Fidelity Investments

DM Real GDP and WTI Crude Oil (Leading Indicator)

DM Real GDP and WTI Crude Oil (Leading Indicator) Chart suggesting that the 18-month rate of change of WTI crude oil (inverted) tends to lead DM real GDP by 18 months. Image: Topdown Charts

Incumbent Presidential Election Years Since 22nd Amendment

Incumbent Presidential Election Years Since 22nd Amendment Incumbent presidential election years have traditionally been good for equities, with an average return of 11.4% since 22nd amendment. Image: Morgan Stanley Research

The Treadmill of U.S. Oil Shale

The Treadmill of U.S. Oil Shale Chart suggesting that the treadmill of U.S. shale is accelerating. Image: Goldman Sachs Global Investment Research