Keyword: trend

U.S. Asset Correlations and Fed Balance Sheet Trends The correlations between U.S. asset returns and Fed balance sheet growth are generally inconsistent and dimishing over time. Image: J.P. Morgan

S&P 500 Total Return Trend Chart suggesting that the S&P 500 Total Return index is 6% below trend. Image: SunTrust Private Wealth Management

Central Banks – Market Risk Trend and Economic Policy Trend Chart suggesting that risk assets’ sensitivity to political risks has been neutralized by central banks’ QE and dovish monetary policy stance. Image: Image: BofA Global Research

MSCI U.S. EPS vs. Trend History shows that earnings well above the trend in the U.S. precede earning plunges. Image: Barclays Research

S&P 500 Long-Term Trend and Expected Returns Chart suggesting that the 5 and 10-year return forecast is not very exciting. Image: Ned Davis Research

S&P 500 Tax Adjusted EPS vs. Trend Interesting chart showing that S&P 500 tax adjusted earnings are well above the trend in the United States, and have historically preceded earning plunges. Image: J.P. Morgan Asset Management

NFIB – U.S. Small Business Economics Trends U.S. small business economy and hiring plans remain strong. Image: BCA Research

Long-Term Trends in the Price of Commodities This chart shows that a large pattern appears in the price of movements of commodities. Image: Visual Capitalist

The Stock Market’s Central Trend The chart shows that the S&P 500 is only 10% above its long-term trend since 1871. Image: Fidelity Investments

Industrial Search Trends Looking Optimistic This chart shows the rise in search interest in the U.S.. That’s good news after a fall in 2018, because industrial search trends tend to lead realized growth by a decent margin. Image: Arbor Research & Trading LLC