Nasdaq Composite Members Above 50 Day SMA vs. Nasdaq Composite Index
Nasdaq Composite Members Above 50 Day SMA vs. Nasdaq Composite Index Chart suggesting that Nasdaq internals are losing momentum. Image: Lohman Econometrics
Nasdaq Composite Members Above 50 Day SMA vs. Nasdaq Composite Index Chart suggesting that Nasdaq internals are losing momentum. Image: Lohman Econometrics
U.S. Dollar and Relative Equity Performance Chart suggesting the pretty close relationship between U.S. dollar cycles and relative equity performance over the last 50 years. Image: Oxford Economics, Macrobond
U.S. Dollar and “Death Cross” The “death cross” strikes the U.S. dollar. Image: The Daily Shot
Value vs. Growth – Rolling 10-Year Total Return Will value stocks outperform growth stocks in the recovery phase? Image: Financial Times
Regional Share of Global GDP – North America, Europe and Japan vs. Asia ex-Japan Shifting patterns of global growth? This chart suggests that the center of gravity of global growth is shifting toward Asia. Image:…
Sector Implied Volatility Spread vs. S&P 500 More volatility to come for health care? Image: Goldman Sachs Global Investment Research
Blended Money Supply vs. U.S. Nominal GDP Historically, U.S. nominal GDP growth tends to track money supply growth. More inflation to come? Image: Deutsche Bank
Wave of Zombie Companies in Europe Zombie companies in Europe are back on the rise, thanks to an unprecedentedly easy monetary policy. Image: BofA Global Research
Valuation – Defensive Assets vs. Assets More Sensitive to the Economy Valuations suggest that we’re a long way from a return to normal times, as the market remains concerned about long-term growth. Image: Morgan Stanley…
Valuation – U.S. Stocks vs. Eurozone Stocks Will eurozone stocks outperform U.S. stocks in coronavirus recovery? Image: Gavekal, Macrobond
Euro Stoxx 50 and 200-Day Moving Average The Euro Stoxx 50 is testing its 200-day moving average, suggesting some resistance for further gains. Image: The Daily Shot