U.S. Total Receipts (Taxes) to GDP

U.S. Total Receipts (Taxes) to GDP This chart shows the percentage share of GDP that is collected by the U.S. federal government through taxes. Picture source: Bianco Research

Tariffs Are a Hidden Tax on American Consumers and Companies

Tariffs Are a Hidden Tax on American Consumers and Companies Tariff man is back! Keep in mind that trade war costs to consumers and companies. Tariffs are a hidden tax on American consumers and US firms. Trump’s trade war hurts the U.S. economy and stocks.

Dalio Says U.S. Two Years From Downturn as Tax Cut Benefit Fades

Dalio Says U.S. Two Years From Downturn as Tax Cut Benefit Fades Hedge fund manager Ray Dalio speaks with Erik Schatzker about the next downturn and the impact of tax cuts. He also discusses debt cycles and the fact that central banks should control the level of debt and take responsibility for bubbles. https://www.youtube.com/watch?v=X1xcQKIl850

Does US Productivity Increase Under Trump?

Does U.S. Productivity Increase Under President Trump? The answer is yes, because businesses have invested. Even if Net Domestic Investment to GDP is in a long-term downtrend, that’s good news for the U.S. economy. Keep in mind that it is a key factor in extending the business cycle. US Productivity has increased, because US companies have invested,…

S&P 500 Annual Buybacks Since 2007

S&P 500 Annual Buybacks Since 2007 Thanks to tax cuts and low interest rates, U.S. corporate stock buybacks are booming since 2010. According to Goldman Sachs, the stock market should get around $1 trillion boost via buybacks this year. Picture source: Goldman Sachs Global Investment Research

Negative-Yielding Debt by Country

Negative-Yielding Debt by Country The chart shows negative-yielding debt by country as of June 2019. Bondholders will get back less than what they paid if they hold bonds to maturity. So, in a sense, negative yield bonds are a tax on bondholders. Picture Source: Bloomberg

Negative Yielding Bonds in the Barclays/Bloomberg Global Aggregate Index

Negative Yielding Bonds in the Barclays/Bloomberg Global Aggregate Index These charts put things into perspective. Keep in mind that bondholders will get back less than what they paid if they hold bonds to maturity. Negative yield bonds are also a tax on bondholders. Picture source: Bianco Research

Average Consumer Price Increase After US Import Tariffs by 25%

Average Consumer Price Increase After US Import Tariffs by 25% This chart shows the average consumer price increase in percentage points for US consumers/firms after an increase in US import tariffs by 25 percentage points. Trade war costs to consumers and companies. Tariffs are a hidden tax on American consumers and US firms. Picture source:…