U.S. Average P/E Ratio and Inflation Range

U.S. Average P/E Ratio and Inflation Range This chart suggests that rising inflation is good for P/E until inflation exceeds 3%. Image: Credit Suisse Research

Crude Oil Forecasts

Crude Oil Forecasts Goldman Sachs expects oil prices to decline from current levels. Image: Goldman Sachs Global Investment Research

S&P 500 Market Cap/M2 Money Supply

S&P 500 Market Cap/M2 Money Supply The S&P 500 market capitalization relative to M2 money supply suggests more upside. Image: Morgan Stanley Research

Job Losses During Recessions in the U.S.

Job Losses During Recessions in the U.S. The March-May job loss is two times larger than the total GFC job loss. On the positive side, U.S. job losses see revival in May. Image: Oxford Economics

U.S. Civilians Not In Labor Force

U.S. Civilians Not In Labor Force To put things into perspective, there currently about 137 million employed workers in the United States, and 102 million Americans are not in the labor force. Image: Deutsche Bank…

U.S. Financial Conditions

U.S. Financial Conditions U.S. financial conditions are easing at fastest pace since 1990, thanks to policy stimulus. Image: Goldman Sachs Global Investment Research

S&P 500 Today vs. S&P 500 1929-1930

S&P 500 Today vs. S&P 500 1929-1930 This chart compares the S&P 500 today vs. 1929-30. Have some investors underestimated how far the Fed would go? Image: Bloomberg