Info Tech Stocks and Sales Exposure to Greater China Stocks in the information technology sector have the most sales exposure to Greater China. Image: Goldman Sachs Global Investment Research

Long-Term Annual Real GDP Growth in the U.S. Most forecasters projects long-term real GDP growth of about 2% in the United States, except for the White House (Office of Management and Budget). Image: Committee for a…

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