U.S. Dollar and the Big Mac Index

U.S. Dollar and the Big Mac Index The latest Big Mac index suggests that the U.S. dollar remains overvalued against most currencies. Image: The Economist

Total Wealth by Country

Total Wealth by Country The United States remains the richest country in the world. Image: howmuch.net

U.S. Dollar Liquidity vs. MSCI World

U.S. Dollar Liquidity vs. MSCI World U.S. dollar liquidity should continue to grow this year and support global equity markets. Image: Saxo Bank

OECD Total LEI lead OECD Real GDP

OECD Total LEI lead OECD Real GDP This chart suggests that the OECD’s leading economic indicators lead OCDE real GDP by 6 months. Image: Strategas

Relative Performance MSCI Europe vs. MSCI USA

Relative Performance MSCI Europe vs. MSCI USA The relative performance of European stocks vs. the U.S. is at its lowest level in 50 years. Will this year be Europe’s time to outperform? Image: Legg Mason

Cumulative ETF Flows

Cumulative ETF Flows Flows into equities and bonds have been very steady since 2015. Image: Arbor Research & Trading LLC

U.S. Commercial and Industrial Loans Outstanding

U.S. Commercial and Industrial Loans Outstanding Business loan growth is slowing down, despite Fed easing. Currently, liquidity is going into the financial markets, but not into the real economy. Image: Pictet Wealth Management