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
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 The United States remains the richest country in the world. Image: howmuch.net
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 This chart suggests that the OECD’s leading economic indicators lead OCDE real GDP by 6 months. Image: Strategas
Housing, Confidence, Imports-Exports and Inflation Chart suggesting that housing data is improving and is a leading indicator. Image: Arbor Research & Trading LLC
Global Profit Cycle – South Korea Exports and Global EPS Chart showing the correlation between South Korea exports and global EPS. Image: BofA Global Investment Strategy
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 Flows into equities and bonds have been very steady since 2015. Image: Arbor Research & Trading LLC
Climate – CO2 Concentration and Temperature over 800,000 Years This interesting chart shows the correlation between CO2 concentration and temperature over 800,000 years. Image: J.P. Morgan
Global Economy and Global Real GDP Growth Morgan Stanley expects global growth to improve by 60 bps over 5 quarters. Image: Morgan Stanley Research
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