U.S. Economic Growth vs. S&P 500 EPS Growth

U.S. Economic Growth vs. S&P 500 EPS Growth This chart shows the link between economic growth and S&P 500 EPS growth, and highlights the sensitivity of S&P 500 EPS to macro variables. Image: Goldman Sachs…

Central Bank Target Rates

Central Bank Target Rates Who will be the next central bank to cut interest rates? Central banks have cut -3,147 basis points over the past year. Image: Arbor Research & Trading LLC

Cumulative Confirmed Coronavirus Cases

Cumulative Confirmed Coronavirus Cases The second derivative is key for markets, while Italy’s coronavirus cases rising fast. Image: Deutsche Bank Global Research

Decline in S&P 500 Exceeded 19% and Recessions

Decline in S&P 500 Exceeded 19% and Recessions When the decline in the S&P 500 exceeded 19% in the past, four times the additional decline was deep and associated with a recession. Image: The Leuthold…