Search Results for: income

Bubble – U.S. Existing House Price Divided by Median Family Income Are Americans trapped in another housing bubble? Image: Evercore ISI

Social Immobility vs. Income Inequality Countries with higher levels of income inequality have higher rates of social immobility. Will income inequality in the United States continue to worsen? Image: BCA Research

Net Income Contribution by Sector to S&P 500 This chart shows the net income contribution by sector to the S&P 500 over time. Image: Goldman Sachs Global Investment Research

Funds Flow – Fixed Income and Equities Fixed income funds continue to recover, but equity funds experienced 22 weeks of outflows this year. Image: BofA

U.S. Personal Disposal Income Growth vs. U.S. GDP Growth Morgan Stanley is bullish on U.S. market, as personal disposable income growth is at record levels. Image: Morgan Stanley Research

S&P 500 Cash Return Payout Ratios (% of Net Income) S&P 500 payout ratio is in secular decline, as S&P 500 companies shift to buybacks. Image: Goldman Sachs Global Investment Research

Funds Flows – Fixed Income and Equities Funds flows across fixed income and equities continued to slow for a third week. Image: BofA Global Research

United States Corporate Income Tax Rate and Median S&P 500 Company Effective Rate According to Goldman Sachs, the effective S&P 500 tax rate could lift to 26%, if Democrats win the presidency and the Senate in November. Image: Goldman Sachs Global Investment Research

Saving – Household Spending as % of Disposable Income and 10-Year Treasury Yield As the chart shows, lower yields force households to save more (hyper-globalization 2001-2020). This is a vicious cycle, as forced saving depresses demand. Image: BofA Research Investment Committee

Housing – U.S. Median Famility Income to Mortgage Cost This chart suggests that relative to family incomes, buying a home in the U.S. is currently quite affordable by historical standards. Image: Gavekal, Macrobond