FAAMG Stocks – GDP by Country and FAAMG by Market Capitalization FAAMG (Facebook, Amazon, Apple, Microsoft, and Google) market capitalization exceeds $10 trillion and is equivalent to the 3rd largest GDP in world. Image: BofA Global Investment Strategy
Fed Assets as a Percentage of GDP Will the Fed balance sheet decline to 20% of GDP by the end of 2025? Image: Deutsche Bank
GDP – U.S. Enacted Fiscal Measures Goldman Sachs expects U.S. GDP to grow by 3.5% this year and 2.2% in 2023. Image: Goldman Sachs Global Investment Research
Temporary Help Services Jobs vs. Real GDP and U.S. Recessions Temporary Help Services Jobs at 6.4% YoY in December, are a good leading indicator before a recession (red line at -3.5%). In 2001, 2007 and 2020, when Temporary Help Services Jobs were below -3.5% YoY, a recession began in the United States.
U.S. Real GDP and Labor Force Is slower economic growth in the United States the new normal? Image: Alpine Macro
U.S. Household Debt as % of GDP The COVID-19 pandemic led to a spike in U.S. household debt as a % of GDP. Image: BofA Global Research
S&P 500 Valuation – Real Market Capitalization to Real GDP Ratio The disconnect between the U.S. stock market and the U.S. economy continues to grow. When will a reversion eventually occur? Image: Real Investment Advice
U.S. GDP Growth Forecasts Goldman Sachs now expects U.S. GDP to grow by 3.5% in 2022. Image: Goldman Sachs Global Investment Research
Effect of Fiscal Spending on the Level of U.S. GDP Fiscal support in the United States is expected to decline significantly in 2022. Image: Goldman Sachs Global Investment Research
China’s Credit Impulse as % of GDP Investors should be pleased as Chinese credit impulse is expected to rise. Image: Morgan Stanley Research