Annual Average Temperature Anomaly and CO2 Concentration
Annual Average Temperature Anomaly and CO2 Concentration Chart showing the correlation between CO2 concentration and annual average temperature anomaly. Image: Morgan Stanley Research
Annual Average Temperature Anomaly and CO2 Concentration Chart showing the correlation between CO2 concentration and annual average temperature anomaly. Image: Morgan Stanley Research
Weekly Net Flows into Bond Mutual Funds and ETFs Bond funds benefit from record inflows, reflecting investor fears about the coronavirus’s spread. Image: Financial Times
Liquidity – Average Daily Trading Volumes U.S. treasuries are the most liquid class of assets, with an average of $485 billion a day in 2018. Image: howmuch.net
Relative Performance of S&P 500 vs. Euro Stoxx 50 and EUR/USD EUR/USD fell to lowest level since May 2017. The growth differential should remain in favor of the US dollar. Image: Pictet Wealth Management
Seasonality of the Baltic Dry Index The Baltic Dry Index has declined as a result of seasonality and the coronavirus. Image: Nomura
S&P 500 Year-Over-Year Return Explained Chart suggesting that strong housing and jobs growth explain S&P 500 returns. Image: Arbor Research & Trading LLC
Eurozone Growth Eurozone growth slows sharply, almost to zero. Image: Financial Times
Inflation – U.S. Core CPI Goods and Core CPI Services 20 years of almost no inflation in goods. Image: Deutsche Bank Global Research
Demographics – U.S. Population Projections Under Alternative Immigration Scenarios In a high immigration scenario, the U.S. population is projected to grow to 446.9 million in 2060. Image: U.S. Census Bureau
Earnings, Dividends and Valuation Chart showing the deviation of the S&P 500 Index against its trend line. The U.S. stock market needs earnings growth to rise this year. Image: Fidelity Investments
U.S. Stocks and U.S. Bonds: Returns Following Fund Flow Divergence In 2019, bond fund flows outpaced stock fund flows. The difference is the largest ever recorded ($588bn). Image: BlackRock Investment Institute