U.S. Economy and U.S. 10-Year Yield

U.S. Economy and U.S. 10-Year Yield This chart suggests that the U.S. economy’s percentile relative to developed countries explains the U.S. 10-year yield. Picture source: Arbor Research & Trading LLC

Manufacturing’s Share of the U.S. Economy

Manufacturing’s Share of the U.S. Economy Manufacturing accounts for only 10% of U.S. GDP, but 25% to 45% of the market response. Picture source: Goldman Sachs Global Investment Research

Is The U.S. Economy Slowing Down?

Is The U.S. Economy Slowing Down? The chart below shows that the U.S. economy is slowing down. The U.S.-China trade war and slower global growth are not helping. But as long as there is no recession, slowing down is fine.

U.S. Economy Has Prospered While Europe Has Slowed

U.S. Economy Has Prospered While Europe Has Slowed This chart shows how the US economy is strong compared to European countries. And despite full employment, US real GDP should stay above potential GDP. Picture source: Financial Times

How’s the U.S. Economy Doing Now?

How’s the U.S. Economy Doing Now? The real GDP Nowcast relies on soft data such as consumer and business surveys and hard data such as retail sales and industrial production. It forecasts the growth of real GDP. At full employment, GDP returns to the level of potential GDP. If a recession were to occur today,…

Growth Over U.S. Presidential Terms

Growth Over U.S. Presidential Terms Since 1960, the U.S. economy has grown faster in the fourth year of the president’s term. Picture source: ANZ Research