U.S. Business Cycle: Output Gap vs. Core PCE Inflation The mature phase of the U.S. business cycle began 24 months ago. The mature phase lasted 72 months in the late 1960s and 57 months in the late 1990s. Image: NBF Economics and Strategy
Business Cycle – U.S. Output Gap and Unemployment Rate Chart suggesting that the US economy has slipped into the late stage of the business cycle. Image: Quill Intelligence, LLC
S&P 500 Gap Risk The S&P 500 Index is subject to significant gap risks under the Presidency of Donald Trump. Image: Hayek and Keynes
Valuation Gap Between High and Low Dividend Yield Stocks This chart shows that the valuation gap between high and low dividend yield stocks is almost the widest ever. Image: Goldman Sachs Global Investment Research
U.S. Output Gap vs. U.S. Consumer Confidence Great chart showing the strong correlation between U.S. consumer confidence and the U.S. Output Gap. U.S. consumer confidence always peaks before a recession. Image: Pictet Asset Management
Output Gap and Stages of the U.S. Business Cycle The shift towards monetary easing by the Fed could extend the U.S. economic expansion. Image: BlackRock
S&P 500 Earnings Yield vs. 10-Year U.S. Treasury Yield The gap between the S&P 500 earnings yield and the 10-year U.S. Treasury yield is currently relatively high. Image: Goldman Sachs Global Investment Research
Global Earnings Growth Chart showing that the gap between U.S. earnings growth and non-U.S. earnings growth is narrowing. Image: Fidelity Investments
U.S. and Eurozone Unemployment Rates This chart shows the gap between the unemployment rates of the two economies, while unemployment falls to historic lows. Image: Financial Times
Trade War Hitting Global Trade Hard US-China trade war is hurting Asia export hubs. Singapore is heading for a recession. Image: Deutsche Bank Global Research
