Importance of Macro Driver in Explaining Returns Higher real 10-year UST yields can potentially lead to a decrease in U.S. stock returns, but other factors should also be considered. Image: Goldman Sachs Global Investment Research
China and Mexico as % of U.S. Imports For the first time since 2003, the United States currently imports more goods from Mexico than from China. Will this trend continue? Image: BofA Global Investment Strategy
Big 4 Asia Imports vs. ISM Manufacturing PMI The weak demand in Asian markets is affecting various industries and economies worldwide. Image: BofA Global Investment Strategy
China Imports Should investors be worried about the sharp decline in Chinese imports? Image: BofA Global Investment Strategy
Inflation – Single Most Important Problem Facing Small Business Owners Inflation is supposed to reduce profit margins. Image: BCA Research
U.S. Dollar, Import Prices and Inflation The rise in the U.S. dollar could suggest a peak in CPI inflation. Image: Real Investment Advice
Inflation – Small Businesses’ Single Most Important Problem Inflation and cost of labor are affecting small businesses. Image: Arbor Research & Trading LLC
China Imports of Semiconductor Manufacturing Equipment by Country China is a net importer of semiconductors and depends heavily on manufacturers from the U.S. and its allies. Image: Gavekal, Macrobond
Importance of the Biggest Stocks by Region With rising stock market concentration, investors are taking more risk. Image: Societe Generale Cross Asset Research
China Copper Import Volume The rise in copper demand suggests a robust recovery. Image: Morgan Stanley Wealth Management