Global Economy Is Late Cycle

Global Economy Is Late Cycle This chart shows that a record number of fund managers think the global economy is late cycle. Picture source: Bank of America Merrill Lynch

The Top 10 Risks to the Global Economy

The Top 10 Risks to the Global Economy US-China trade conflict, US corporate debt burden, and emerging-markets crisis are the main global risks according to the Economist Intelligence Unit (EIU). Picture source: World Economic Forum

Global Growth Economy

Global Growth Economy This chart shows the global real GDP growth and the long-term growth momentum. It’s never paid to bet against America. Picture Source: J.P. Morgan Asset Management

Manufacturing’s Share of the U.S. Economy

Manufacturing’s Share of the U.S. Economy Manufacturing accounts for only 10% of U.S. GDP, but 25% to 45% of the market response. Picture source: Goldman Sachs Global Investment Research

Global Nominal GDP

Global Nominal GDP After the U.S., China is the world’s second largest economy. Its nominal GDP represents 16% of world GDP, compared to 24% for the United States. Picture source: Scotiabank

Citi Global Economic Surprise Index and Baltic Dry Index

Citi Global Economic Surprise Index and Baltic Dry Index The divergence between the Baltic Dry Index and the Citi Global Economic Surprise Index could suggest that “global economy is likely to bottom soon.” Picture source: Nomura

S&P 500 Index vs. Global M1 Liquidity

S&P 500 Index vs. Global M1 Liquidity Another good correlation between the S&P 500 Index and global M1 liquidity, while the Fed plans to stop quantitative tightening. The money supply M1 is the amount of effective money in the economy. Picture source: Nordea and Macrobond

Is The U.S. Economy Slowing Down?

Is The U.S. Economy Slowing Down? The chart below shows that the U.S. economy is slowing down. The U.S.-China trade war and slower global growth are not helping. But as long as there is no recession, slowing down is fine.

OECD Composite Leading Indicator

OECD Composite Leading Indicator Leading economic indicators suggest that the global economy may have bottomed. Picture source: Gavekal, Macrobond

Warning Signs of the Next Financial Crisis

Warning Signs of the Next Financial Crisis Some vulnerabilities in the global economy pose a risk for investors and could amplify the next financial crisis. Picture source: International Monetary Fund