Gap Between High and Low Valuation Stocks

Gap Between High and Low Valuation Stocks Today, the gap between high and low valuation stocks is the widest since the dotcom bubble. Image: Goldman Sachs Global Investment Research

U.S. Output Gap and Inflation

U.S. Output Gap and Inflation This chart shows that actual U.S. GDP is higher than potential GDP. Historically, a positive output gap leads to inflation. Image: Richardson GMP

Valuation Gap Between U.S. and Emerging Markets ex-China

Valuation Gap Between U.S. and Emerging Markets ex-China According to BofA, emerging markets ex-China benefit from favorable demographics, modernization potential, and attractive valuations for the long term. Image: BofA Global Research

U.S. Business Cycle: Output Gap vs. Core PCE Inflation

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