Majority of Coronavirus Cases are Mild
Majority of Coronavirus Cases are Mild On the “positive” side, over 80% of the coronavirus cases in China are considered mild. Image: Statista
Majority of Coronavirus Cases are Mild On the “positive” side, over 80% of the coronavirus cases in China are considered mild. Image: Statista
Dow Jones Performance Under Various U.S. Presidents This chart puts into perspective the Dow Jones performance under various U.S. presidents. The annualized return under President Trump is high, given tightening monetary policy. Image: Ryan Detrick,…
Emerging Markets Monetary and Fiscal Policy This chart puts monetary and fiscal policy in emerging markets into perspective (now to end 2020). Image: Capital Economics
U.S. True Money Supply and Nominal GDP Growth This chart suggests that money supply outpacing U.S. nominal GDP tends to be bullish for asset prices. Image: Gavekal, Macrobond
Japan GDP Japan’s economy shrunk at a 6.3% annual rate in late 2019 after sales-tax hike. Image: Financial Times
Global Central Bank Balance Sheet Growth and Quantitative Easing BofA suggests that global central bank balance sheets will peak at $879bn in September 2020. Image: BofA Global Investment Strategy
U.S. CPI Inflation Chart suggesting lower inflation ahead. Image: Oxford Economics
Secular Bull Market – S&P 500 and Small Caps vs. Large Caps Ratio This chart suggests that secular bull markets are bearish for small caps. Image: BofA Global Research
OECD Unemployment Rate and MSCI World As the chart suggests, very low unemployment isn’t usually great for stocks returns. Image: Morgan Stanley Research
Rotation – US vs. non-US Equities, S&P Growth vs. Value, S&P Cyclicals vs. Defensives Is the rotation into value, cyclicals and non-US equities inevitable? Image: J.P. Morgan