China’s Importance to the World Economy
China’s Importance to the World Economy China plays a key role in the world economy, as China share of global GDP is much bigger today than it was in 2003. Image: Oxford Economics
China’s Importance to the World Economy China plays a key role in the world economy, as China share of global GDP is much bigger today than it was in 2003. Image: Oxford Economics
VIX and S&P 500 Seasonality The chart shows the seasonality map for the VIX and the S&P 500, and how they move in opposite directions. Image: Topdown Charts
U.S. Zombie Companies and Wilshire 5000 Since the Fed ended QE in 2014, U.S. zombie companies have underperformed the stock market. Image: Arbor Research & Trading LLC
Probability of U.S. Recession vs. Initial Jobless Claims The probability of U.S. recession beginning within 12 months decreases. Image: J.P. Morgan
% of S&P 500 Companies Guiding Next-Quarter EPS above Consensus “33% of S&P 500 companies have provided 1Q 2020 guidance above consensus.” Image: Goldman Sachs Global Investment Research
U.S. Total Labor Income and Personal Consumption Expenditures U.S. total labor income growth is slowing down and tends to lead consumer spending. Image: Deutsche Bank Global Research
Estimated Impact of Novel Coronavirus on Global GDP Growth This year, the world economy may see growth 0.2% below what it would have been without the coronavirus. Image: Deutsche Bank
Globalization – World Exports and Imports as a Share of World GDP Is globalization stalling or reversing? This chart puts things into perspective. Image: BofA Global Research
S&P 500 vs. Global Wealth and Investment Management Equity as % AUM Global Wealth and Investment Management (GWIM) equity allocation is flat, while the S&P 500 is at all-time high. Image: BofA Global Investment Strategy
U.S. Prime Age Employment Ratio and Wage Growth Wage growth is sluggish, despite historically low unemployment in the United States. Image: Swedbank Research
Tesla vs. The 2000 Internet Bubble While investors are betting on Tesla’s success, this chart is not a prediction on where Tesla stock is heading. Image: Nordea and Macrobond