Eurozone Inflation and Brent Oil Prices

Eurozone Inflation and Brent Oil Prices This interesting chart shows the direct effect of brent oil prices (YoY % change) on euro area inflation. Picture source: Jeroen Blokland

China 10-Year Bond Yield Leads US 10-Year Bond Yield

China 10-Year Bond Yield Leads US 10-Year Bond Yield This interesting chart shows that China 10-year bond yield tends to lead the U.S. 10-year bond yield by two months. Picture source: Jeroen Blokland

Probability of US Recession is Rising

Probability of US Recession is Rising Mike Wilson, chief U.S. equity strategist for Morgan Stanley, said that “Fed could cut as soon as July but it may not halt slowdown/recession.” Picture source: U.S. Global Investors

Seasonal Effects in the S&P 500

Seasonal Effects in the S&P 500 This interesting chart shows the seasonality of the S&P 500. This year, the S&P 500 is well above its historical average. Picture source: Commodity Seasonality

U.S. Recessions since 1800

U.S. Recessions since 1800 This interesting chart shows that U.S. recessions are becoming rarer over time. The last U.S. recession began in December 2007 and ended in June 2009. Picture source: Fidelity Investments

Global Equity – Bond Flows

Global Equity – Bond Flows According to Bernstein, the S&P 500 not far from its all-time high, could set a new record. Picture source: Berstein Research

The Unemployment Rate since 1890

The U.S. Unemployment Rate since 1890 Highest level in 1934: 21.30% Lowest level in 1944: 1.20% Today: 3.60% Picture source: Bianco Research

U.S. Debt Markets

U.S. Debt Markets An interesting chart showing the breakdown of U.S. debt markets. Picture source: Bianco Research

Who Actually Owns the Equity Market?

Who Actually Owns the Equity Market? Most of the equity market is owned by households and mutual funds. But ETFs and foreigners continue to gain share. Picture source: Bianco Research