Venture Capital Assets Under Management
Venture Capital Assets Under Management The center of venture capital gravity is shifting. Asia could overtake the United States. Image: Quill Intelligence, LLC
U.S. Corporate Profits over the Business Cycle
U.S. Corporate Profits over the Business Cycle U.S. corporate profits are at risk in the late stage of the expansion. mage: BlackRock Investment Institute
Private Debt Assets Under Management
Private Debt Assets Under Management Private debt assets under management have tripled over the past decade to $812 billion. Investors are looking to increase yield in a world of low interest rates. Image: Goldman Sachs…
Asset Classes and Inflation Risks
Asset Classes and Inflation Risks Chart suggesting that major asset classes do not take inflation risks into account. Image: Arbor Research & Trading LLC
Debt Securities Issued by S&P 500 Companies
Debt Securities Issued by S&P 500 Companies Should investors be concerned about the corporate debt maturity wall? This chart shows the long term S&P 500 debt maturity schedule. Image: J.P. Morgan US Equity Strategy &…
OECD LEI Tends to Lead Global Manufacturing PMI by 6 Months
OECD LEI Tends to Lead Global Manufacturing PMI by 6 Months Chart suggesting a pick-up in the global manufacturing PMI. Image: Nordea and Macrobond
Gold ETF Cumulative Change and Trade Implied Vaulted Gold Build
Gold ETF Cumulative Change and Trade Implied Vaulted Gold Build High-net-worth individuals around the world are trying to minimize economic and political risks by buying physical gold. Image: Goldman Sachs Global Investment Research
Probability of U.S. Recession – Real Economic Variables vs. Financial Variables
Probability of U.S. Recession – Real Economic Variables vs. Financial Variables Real economic variables do not suggest that a recession is imminent, while financial variables point to a higher risk of recession. Image: Nordea and…
MSCI ACWI Total Return Index vs. OECD Composite Leading Indicator
MSCI ACWI Total Return Index vs. OECD Composite Leading Indicator Chart suggesting that usually, when the OECD composite leading indicator is up (slightly), it is positive for equity markets. Image: Tomasz Hońdo
U.S. Dollar and Euro (EUR/USD)
U.S. Dollar and Euro (EUR/USD) Deutsche Bank expects the dollar to weaken into 2020. Image: Deutsche Bank Research
U.S. Corporate Profits vs. S&P 500 EPS
U.S. Corporate Profits vs. S&P 500 EPS The current divergence between large-cap profits and the rest of the economy is the widest on record. It is possible to close the gap “down” (recession) or “up”…