U.S. Yield Curve 18 Months Before Presidential Elections 18 months before presidential elections, a flatter yield curve suggests a greater tendency to predict a change away from the incumbent President’s party Image: Deutsche Bank
Percentage of Yield Curves Inverted Around the World Now, the percentage of yield curves inverted around the world is over 50% Image: Charles Schwab
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,…
U.S. Dollar and Weak Global Growth This spreadsheet shows that Fed policy easing can weaken the U.S. dollar in times of weak global growth. Image: Goldman Sachs Global Investment Research
U.S. 10-Year/2-Year Yield Spread vs. Fed Funds Target Rate Interesting chart showing the U.S. 10Y-2Y yield curve steepness versus. the Fed funds target rate (inverted). Image: Credit Suisse
The Gold to Oil Ratio since 1985 When the gold to oil ratio approaches 30x, oil is undervalued. When it approaches 10x, gold is undervalued. Image: Goehring & Rozencwajg
Predicted Hard-Brexit Job Losses Across Europe 1.2 million jobs could be lost across Europe in the case of a hard-Brexit. Image: Statista
Small Bank Lending and 2-Year/Fed Funds Spread This chart shows the correlation between small bank lending and falling rates, and the negative effect of an inverted yield curve on small bank lending. Image: TS Lombard
What Usually Happens After A Yield Curve Inversion? Usually, the dollar keeps gaining, equities rises afterwards and the yield curve inverts further. Image: Nordea and Macrobond
15 Largest Dow Jones Point Drops Going back to 1896, yesterday was the 380th largest percentage drop ever for the Dow Jones. Image: LPL Research
U.S. Long Term Nominal GDP Growth and U.S. 10-Year Bond Yield According to this chart, U.S. bonds are overvalued. Image: Topdown Charts