S&P 500 Growth vs. U.S. Real GDP Growth vs. S&P 500 Sales Growth Do valuations still matter? This chart puts into perspective the wide divergence between the S&P 500 and the U.S. economy. Image: Real…
Gold Fund Flows – Record 6-Week Inflow to Gold Investors poured record amounts into gold funds. Image: BofA Global Investment Strategy
Taiwan’s Tech Exports vs. South Korea The Taiwan’s tech sector has trumped its South Korean peer since 2018. Image: Gavekal, Macrobond
Gold vs. Real U.S. 10-Year Yield Gold continues to shine, but for how long? The price of gold surged to an all-time high, while U.S. real yields are near an all-time low. Image: J.P. Morgan
Average Performance of a Stock 60 Days After a Share Split Apple has announced 4-for-1 stock split. Companies that split their stock are up 3.7% over the next 60 days on average. Image: Strategas Research…
The S&P 500’s Lack of Diversification – S&P 5 vs. S&P 495 As this chart hightlights, the S&P 500 is less diversified than you think. Image: Lohman Econometrics
Top 10 Worst Quarters for Real U.S. GDP over the Last Century The second quarter of 2020 is one of the worst U.S. GDP contraction over the last century. Image: Deutsche Bank
% of S&P 500 Companies Beating Quarterly EPS Estimates vs. U.S. Manufacturing ISM So far, 84% of S&P 500 companies have exceeded estimates, thanks to coronavirus cuts to forecasts. Image: J.P. Morgan
U.S. Dollar/Euro (EUR/USD) and Equal-Weighted 10-Year G4 Yields Can the EUR/USD go higher? This chart suggests that 10-year G4 yields need to rise before the EUR/USD can push higher. Image: Nordea and Macrobond
10-Year Real Yields Across Regions This chart highlights the recent sharp decline of 10-year real yields in the U.S., the U.K. and Germany. Image: Goldman Sachs Global Investment Research
U.S. Dollar Index The U.S. dollar is on the verge of its worst month since 2010. Image: Financial Times