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
Recession – U.S. Real Retail Sales Is a “recession shock” coming to the United States? Image: BofA Global Investment Strategy
Housing – % of New U.S. Home Sales by Price Range The share of new home sales over $500,000 is increasing. Image: BofA Global Research
S&P 500 – 2021E Sales and Profits Relative to 2019 Levels Will earnings growth drive the S&P 500 higher by the end of 2021? Image: Goldman Sachs Global Investment Research
U.S. Consumer Confidence – U.S. Auto Sales U.S. auto sales have fallen by 14% year-over-year in August, amid weaker consumer confidence and spending in the United States. Image: BofA Global Investment Strategy