U.S. Real GDP Forecast Goldman Sachs revised its U.S. real GDP growth forecast. Image: Goldman Sachs Global Investment Research

Commercial Bank Loan Delinquency Rate Chart suggesting that the commercial bank loan delinquency rate is expected to rise Image: Deutsche Bank Global Research

Global Debt Levels vs. Global Bond Yields Global debt is at all-time high, while global bond yields are at all-time low. Image: J.P. Morgan

Funds Flows – Fixed Income and Equities Funds flows across fixed income and equities continued to slow for a third week. Image: BofA Global Research

U.S. Real Yield Curve and 2-Year/30-Year U.S. Real Yield Curve Economic stress remains as the U.S. real yield curve remains in negative territory. Image: Morgan Stanley Research

S&P 500 Cumulative Price Return vs. Model Based Solely on Investment Flows and Market Liquidity The analysis from Goldman Sachs suggests that the S&P 500 has underperformed liquidity-adjusted investment flows. Image: Goldman Sachs Global Investment…

World (ex-China) Manufacturing Surveys – Delivery Times The coronavirus pandemic disrupted global supply chains. This chart suggests that delivery times have now shortened significantly. Image: Pictet Asset Management

S&P 500 Tech and Health Care + Amazon + Google vs. S&P 500 Excluding Tech and Health Care This chart highlights the outperformance of S&P 500 YTD (tech and health care + Amazon + Google)…

Permanent Job Losers in the U.S. Permanent job losers continued to rise in June. Last time, it took three years for permanent job losses to peak. Image: Nordea and Macrobond

Oil Demand under Business as Usual Scenario vs. Base Case Goldman Sachs predicts that global oil demand will not rebound to pre-coronavirus levels until 2022. Image: Goldman Sachs Global Investment Research

European Consumer Staples Sector In relative and absolute terms, the valuation of the European tobacco sector is near all-time lows. Image: Goldman Sachs Global Investment Research