Global Employment and Global Real Retail Sales
Global Employment and Global Real Retail Sales Chart suggesting that the slowdown in global employment is expected to impact global real retail sales. Image: J.P. Morgan
Global Employment and Global Real Retail Sales Chart suggesting that the slowdown in global employment is expected to impact global real retail sales. Image: J.P. Morgan
Global Semiconductor Sales vs. MSCI World EPS Growth Chart suggesting that global semiconductor sales may have bottomed. That’s good news for global EPS growth. Image: Jeroen Blokland
Global Corporate Bond Sales Companies sold a record amount of bonds in September. Yield-seeking investors were served up $434bn of new corporate bonds globally. Image: Financial Times
Global Semiconductor Sales Lead U.S. GDP Growth This interesting chart suggests that global semiconductor sales lead U.S. GDP growth by six months. Image: Nordea and Macrobond
Semiconductor Sales vs. Global Earnings per Share The chart shows that semiconductor sales suggest a collapse in corporate earnings. Image: Jeroen Blokland
Semiconductor Sales vs. Global Trade (volume) Interesting chart showing the correlation of 0.78 between semiconductor sales and global trade (volume). Image: Paolo Cardena
Gold Price and Central Bank Gold Sales & Purchases Chart suggesting that gold purchases from central banks have contributed to the rise in gold prices. An R² of 0.85 (since 2004) is quite high and significant. Image: BofA Merrill Lynch Global Research
10-Year Rolling Average Sales Growth by Region The importance of remembering the past: this chart shows the steep decline in sales growth over time. Image: Goldman Sachs Global Investment Research
U.S. Stocks with High China Sales and China Stocks with High U.S. Sales US-China trade war affects the relative performance of U.S. and China stocks vs. local market. Image: Goldman Sachs Global Investment Research
U.S. Stocks with High China Sales vs. S&P 500 US-China trade war affects the relative performance of U.S. stocks with high China sales vs. the S&P 500 index. Image: Goldman Sachs Global Investment Research