U.S. Private Sector Financial Assets % of GDP

U.S. Private Sector Financial Assets % of GDP This chart highlights the obvious disconnect between Main Street and Wall Street, as the value of U.S. financial assets is 6.0 times the size of U.S. GDP. Image: BofA Global Investment Strategy

Japanese Equities, Ex-Financials, Since 1980

Japanese Equities, Ex-Financials, Since 1980 Japanese equities, ex-financials, have had a very honorable past decade. Are Japanese equities still a good bet? Image: Gavekal, Macrobond

Global Non-Financial Debt vs. GDP

Global Non-Financial Debt vs. GDP How much debt is too much? Economic growth rates and interest rates are key factors. Image: BofA

Central Banks and U.S. Financial Conditions Index (FCI)

Central Banks and U.S. Financial Conditions Index (FCI) If the Fed, the ECB and the BoE wait until 2025 before raising rates, financial conditions should remain very easy. Image: Goldman Sachs Global Investment Research

Loan Loss Provisions by S&P 500 Financials

Loan Loss Provisions by S&P 500 Financials Should investors love bank stocks, as loan loss provisions are expected to decline sharply? Image: Deutsche Bank Asset Alloation