The Conference Board Leading Economic Index (LEI) for the U.S. The US LEI increased by 0.8% in December, suggesting the U.S. economic expansion will continue into the spring. Image: The Conference Board
Economic Composite Index vs. S&P 500 EPS YoY % Change Is it time to worry? U.S. economic activity has peaked and is highly correlated with S&P 500 earnings growth. Image: Real Investment Advice
Percent of Time the S&P 500 Has Risen during Economic Expansions Economic expansions tend to be bullish for the S&P 500. Image: Truist
Economic Growth vs. M2 Velocity The decline in economic growth has coincided with a collapse in M2 velocity Image: Real Investment Advice
Citi Economic Surprise Index The Citi Economic Surprise Index for the U.S. continues to rise. Will the rebound in U.S. growth continue? Image: The Daily Shot
U.S. Debts, Deficits and Economic Growth The rise in the U.S. deficit and debt has coincided with declining economic growth rates. Image: Real Investment Advice
Citi U.S. Economic Surprise Index vs. 10-Year U.S. Treasury Yield The Citi Economic Surprise Index is now recoupling with the 10-year U.S. Treasury yield. Image: Morgan Stanley Research
Global Economy – FMS Economic Expectations Has the global economy growth peaked? Image: BofA Global Fund Manager Survey
Economic Forecasts Consensus growth estimates for various economies continue to see upward revisions. Image: Richardson Wealth
Economic Surprises Index – China vs. G10 Economies Will G10 economies follow China? Image: BCA Research