U.S. Total Debt to GDP Ratio and Economic Growth by Cycle This nice chart clearly shows that U.S. GDP is weaker today than in the past, despite higher debt levels. Picture source: Real Investment Advice
European Economic Slowdown – Real GDP Growth 2018Q4 Is Europe’s slowdown severe? Well, this great chart shows real GDP growth in 2018Q4. Picture source: European Economic Snapshot
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 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 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 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 Interesting chart showing that wage growth is much weaker than it was in the late 1990s. Picture source: Economic Policy Institute
Copper to Gold Ratio and Conference Board Leading Economic Index (LEI) When the copper-to-gold ratio decreases, it is an early warning signal for the economy, meaning that growth optimism is fading. Picture source: Wells Fargo Investment Institute
Citi Economic Surprise Index vs. EUR/USD Weaker European growth relative to the U.S. could weaken Euro/U.S. Dollar. Picture source: Credit Suisse
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
