U.S. Industrial Production and GDP

U.S. Industrial Production and GDP This chart clearly shows the divergence between U.S. industrial production and GDP, since the financial crisis. Picture source: Gavekal, Macrobond

Global Composite PMI Leads Global GDP

Global Composite PMI Leads Global GDP Growth Chart suggesting that the global composite PMI leads global GDP growth by 2 months. Picture source: Oxford Economics

U.S. Real GDP Growth Forecast

U.S. Real GDP Growth Forecast Chart suggesting that U.S. real GDP growth is expected to increase in the coming quarters. Picture source: Goldman Sachs Global Investment Research

Atlanta Fed GDPNow U.S. Real GDP Estimate

Atlanta Fed GDPNow U.S. Real GDP Estimate The GDPNow model estimate for U.S. real GDP growth is 1.8% for 2019:Q3 as of September 13, 2019. Picture source: Federal Reserve Bank of Atlanta

Total Banking Asset as Percentage of GDP

Total Banking Asset as Percentage of GDP Negative interest rates have a big impact on the profitability of banks and screw up the economy. Picture source: BofA Merrill Lynch Global Research

U.S. Real GDP Growth Leads Core Inflation

U.S. Real GDP Growth Leads Core Inflation This great chart suggests that U.S. real GDP growth leads core inflation by 18 months. Picture source: Oxford Economics, Macrobond

Most Important Variables When Forecasting Real GDP

Most Important Variables When Forecasting Real GDP Search trends are very different between China (manufacturing industry) and the USA/Eurozone (consumer), when forecasting real GDP. Picture source: Arbor Research & Trading LLC