Inequality – U.S. Wage Levels and Real GDP Growth

Inequality – U.S. Wage Levels and Real GDP Growth Wage levels in the United States have barely budged in decades and have clearly not kept pace with economic growth. Picture source: Financial Times

Consumption Growth and Household Debt

Consumption Growth and Household Debt This chart shows the effects of household debt and suggests that high household debt limits consumer spending. Picture source: Oxford Economics

U.S. Real GDP Growth Leads Core Inflation

U.S. Real GDP Growth Leads Core Inflation This great chart suggests that U.S. real GDP growth leads core inflation by 18 months. Picture source: Oxford Economics, Macrobond

U.S. Productivity Growth and Hourly Compensation

U.S. Productivity Growth and Hourly Compensation When wages lag behind productivity growth, workers do not receive their fair share of the wealth created. Picture source: Economic Policy Institute

Weaker Wage Growth in the Current Expansion

Weaker Wage Growth in the Current Expansion Interesting chart showing that wage growth is much weaker than it was in the late 1990s. Picture source: Economic Policy Institute

U.S. Excess Liquidity Growth Leads S&P 500 Returns

U.S. Excess Liquidity Growth Leads S&P 500 Returns This chart suggests that M2 money supply to nominal GDP ratio leads S&P 500 returns by one year. Is the S&P 500 vulnerable to a drop, followed by a recovery? Picture source: Oxford Economics, Macrobond