DHL Global Trade Barometer The DHL Global Trade Barometer is a leading indicator for the future development of global trade, suggesting a protracted but mild decline of world trade. You may also like “Recession Indicators.”…
U.S. Corporate Profits vs. Assets U.S. corporate profits are near 20-year lows relative to fixed assets. The alternative to a recovery in corporate profits is the increasing risk of recession. Image: BofA Global Research
How Major Central Banks Will Change Interest Rates by the End of 2020 Chart suggesting that 2020 appears to be a quieter year for monetary policy. Image: Bloomberg
Wage Growth vs. Fed Funds Target Rate and S&P 500 High wage growth and accomodative monetary policy suggest a return to the sweet spot for the S&P 500. Image: Topdown Charts
U.S. Job Growth and Business Cycles Chart showing that U.S. job growth has recovered more slowly than in previous cycles. Image: CNBC
U.S. Job Growth vs. Population Growth and Recessions U.S. job growth continues to outpace population growth and does not point to an impending recession. Image: BLS
Global Earnings Growth Chart showing that the gap between U.S. earnings growth and non-U.S. earnings growth is narrowing. Image: Fidelity Investments
High-Yield Credit Returns A good year for high-yield credit returns, but Moody’s has warned that high-yield bonds appear to be expensive relative to fundamentals. Image: Financial Times
Which Topics are of Rising Interest According to Investment-Focused Searches? This chart shows the share of rising search interest by topic, according to investment-focused searches. Most interest is in fixed income and ETFs. Image: Arbor…
U.S. Housing Starts by Decade Currently, lower mortgage rates are boosting U.S. housing starts, but this decade will see the lowest number of housing units started in six decades.
EUR/USD One Year Historical Volatility (U.S. Dollar and Euro) 2019 is a record low volatility in EUR/USD since 1999. Image: Oxford Economics, Macrobond