OECD G20 Composite Leading Indicator The OECD’s global leading indicator is running above trend and gaining momentum, signaling a pickup in the global growth cycle that has historically coincided with stronger risk-asset performance over government bonds. Image: TS Lombard
OECD Countries – Projected Real GDP per Capita Growth Canada is expected to be the worst performing advanced economy over 2020-2030. Image: OECD
Inflation in OECD Economies and Decade Averages Should investors worry about inflation coming back? Image: Financial Times
Housing – House Price Growth (Average Annual Change Across the OECD’s 37 Economies) Could house prices continue to rise as long as interest rates remain low? Image: Financial Times
% of Zombie Firms Among OECD Companies The share of zombie firms in OECD countries is increasing, as a result of governments’ response to the coronavirus crisis. Image: BofA Global Research
Emerging Markets Total Return Index (Equities Relative to Bonds) and OECD Core CPI (Leading Indicator) Emerging markets equities relative to bonds tend to lead OECD core CPI by 40 weeks. Image: BCA Research
OECD Leading Indicator and Leading Stimulus Indicator (Oil and Rates) Changes in oil prices and yields could have an impact on the OECD leading indicator during the year 2022. Image: Nordea and Macrobond
Global GDP – OECD Forecasts OECD forecasts 4.2% global growth in 2021, as global economic outlook remains uncertain. Image: Financial Times
OECD Forecasts – Annual Change in GDP The coronavirus pandemic has plunged the global economy into the worst recession since World War II, but the OECD expects a rapid rebound next year. Image: Financial Times
World GDP – OECD Global Economic Outlook According to the OECD, the coronavirus crisis means no V-shaped recovery, as the consequences will be severe and long-lasting. Image: Organisation for Economic Co-operation & Development
OECD Unemployment Rate and MSCI World As the chart suggests, very low unemployment isn’t usually great for stocks returns. Image: Morgan Stanley Research