Long-Term (6-10y) Real Global GDP Growth Forecast from Consensus Economics Long-term (6-10y) real global GDP growth forecast continues to decline. Image: Goldman Sachs Global Investment Research
What Shape Is the Global Economic Downturn Most Likely to Take? A V-shaped global economic recovery seems unlikely. Image: Oxford Economics
China Real GDP and China Leading Economic Index China appears to be on track for a V-shaped economic recovery. Image: Morgan Stanley Wealth Management
U.S. Economic Growth vs. S&P 500 EPS Growth Goldman Sachs expects a rebound in earnings similar to the 2009-2010 period. Image: Goldman Sachs Global Investment Research
The Conference Board Leading Economic Index (LEI) for the U.S. The U.S. LEI increased 1.4% in July, suggesting the pace of U.S. economic growth could weaken substantially during the final months of 2020. Image: The Conference Board
Citi U.S. Economic Surprise Index vs. 10-Year U.S. Treasury Yield Chart suggesting that the 10-year U.S. Treasury yield could rise by the end of this year. Image: Morgan Stanley Research
Variation in Economic Outcomes after Sudden Stops Since 1990 (Real Activity vs. Previous Peak) Most sudden stops are often followed by a slow recovery. Image: Goldman Sachs Global Investment Research
U.S. Economic Surprise Index vs. 60 Day Change in 10-Year U.S. Treasury Yields Morgan Stanley expects higher U.S. rates later this year, as the recovery could surprise on the upside. Image: Morgan Stanley Research
Citi U.S. Economic Surprise Index vs. S&P 500 12-Month Earnings Surprise Chart suggesting that second quarter earnings could surprise to the upside. Image: Morgan Stanley Research
U.S. GDP – Economic Recovery Phase When will the U.S. economy recover? Image: Oxford Economics