LEI 6-Month ROC vs. S&P 500 EPS Annual % Change

LEI 6-Month ROC vs. S&P 500 EPS Annual % Change The 6-month annual rate of change of the Leading Economic Index is highly correlated with S&P 500 earnings growth. Should U.S. equity investors remain cautious?…

G4 Central Bank Balance Sheet

G4 Central Bank Balance Sheet Will central bank’s quantitative tightening increase pressure on financial markets? Image: BofA Global Investment Strategy

Real S&P 500 Price vs. Real Earnings

Real S&P 500 Price vs. Real Earnings Reversion to the mean is a powerful force. Should investors expect earnings to fall futher? Image: Real Investment Advice

M2 Growth vs. U.S. Nominal GDP

M2 Growth vs. U.S. Nominal GDP The sharp contraction in M2 growth could be a cause for concern when it comes to U.S. nominal GDP growth. Image: Deutsche Bank