Asia Pacific Economic Data Leads the U.S. Economy This chart suggests that Asia Pacific economic data leads the U.S. economy since the Great Financial Crisis. U.S. economic data becomes laggard. Image: Arbor Research & Trading LLC
Global Consumers (Housing and Retail) vs. Confidence (Soft Data) Chart showing the large divergence between global hard data and confidence (soft data). Confidence still refuses to rebound. Image: Arbor Research & Trading LLC
U.S. Economic Data Chart showing that U.S. economic data revisions have turned negative. Image: Arbor Research & Trading LLC
Inflation, Hard Data and Soft Data Hard data are back above long-run averages. But the chart clearly shows the divergence between hard data and soft data. Image: Arbor Research & Trading LLC
U.S. Hard Data and Soft Data U.S. hard data is improving. But the chart still shows the large divergence between U.S. hard data and soft data. Image: Arbor Research & Trading LLC
Hard Economic Data Hard economic data is improving in Eurozone, Asia Pacific, Latin America and the United States. Image: Arbor Research & Trading
Economic Data Bouncing Back Great chart showing that economic data around the world is beginning to improve. Image: Arbor Research & Trading LLC
U.S. Hard Data vs. Soft Data U.S. hard data is improving, but the chart shows the current divergence between U.S. hard data and soft data. Image: Arbor Research & Trading LLC
Should Investors Trust Markets or Economic Data? Nancy Tengler, Butcher Joseph Chief Investment Strategist, and Brian Levitt, Oppenheimer senior investment strategist, discuss the economic data. They are mixed, but that’s good news. Equities are going higher and investors should have FOMO (Fear of Missing Out).
BofAML Bear Market Signposts Now, 10 bear market signposts have been triggered vs. 15 on 10/18 market peak. Image: BofA Merrill Lynch US Equity & US Quant Strategy Click the Image to Enlarge
