U.S. Economic Policy Uncertainty Index High policy uncertainty can lead to recessions. Currently, U.S. economic policy uncertainty is higher than during the financial crisis. Image: Deutsche Bank Asset Allocation
Global Political Uncertainty Index vs. VIX This chart shows the wide divergence between the Global Political Uncertainty Index and VIX since 2015. More volatility ahead? Image: Legg Mason
Economic Policy Uncertainty During U.S. Presidential Election Years Chart suggesting that historically, economic policy uncertainty is higher in U.S. presidential election years, particularly uncertainty related to tax policy. Image: Deutsche Bank
U.S. Economic Policy Uncertainty Index and Consumption Growth Forecast Goldman Sachs economists’ model forecasts solid consumption growth above trend in 2020, despite policy uncertainty. Image: Goldman Sachs Global Investment Research
U.S. Equity Volatility and Global Economic Policy Uncertainty The chart shows that U.S. equity volatility does not mirror global economic policy uncertainty since 2009, perhaps due to strong central bank support. Image: Pictet Wealth Management
Economic Policy Uncertainty vs. Central Bank Uncertainty Economic policy uncertainty is at record highs, while Central Bank uncertainty is at record lows. Image: BofA Merrill Lynch
MOVE, VIX and Rising Economic Uncertainty Markets are oddly calm despite rising economic uncertainty. Image: Financial Times
S&P 500 Long-Term Perspective In times of uncertainty, this chart puts into perspective the long-term returns of the S&P 500 since 1880. Image: BCA Research
GWIM Flows to Cash 4WMA BofA private clients have raised record amounts of cash amid uncertainty in the global economy. Image: BofA Global Investment Strategy
S&P 500 Index and Total Return to Gold Ratio According to BofA, the gold to equity ratio is elevated given the earnings uncertainty, but it is far from historical highs. Image: BofA Global Research