Strong vs. Weak Balance Sheet Stocks Forward P/E Ratio and CCC/BB OAS Ratio Quality in U.S. credit and equity markets is very expensive. Image: Goldman Sachs Global Investment Research
Asian Exports There is a glimmer of hope of a recovery in Asian exports. The free fall in Japan, Taiwan and South Korea exports in early 2019 has stopped. Image: Danske Bank
U.S. Corporate Bond Ownership More than 25% of U.S. corporate bonds are held by insurance companies. Many investment grade investors are not allowed to hold junk-rated bonds. Any drop in the credit ratings could amplify…
Breaking Down Income Inequality in the U.S. Income inequality in the U.S. worsens. This chart puts things into perspective. Image: howmuch.net
U.S. GDP vs. China GDP This chart suggests that China GDP will overtake U.S. GDP by 2030. Image: Danske Bank
U.S. Labor Market Chart suggesting that the U.S. labor market is still strong and healthy. Image: NBF Economics and Strategy
Japan Stock Market Japan holds more than 4% of the domestic stock market, making the BoJ the top shareholder of more than 55 companies in the Nikkei 225. Image: Macrobond Financial
Globalization – Economic Growth Between Economies Is globalization in reverse? This chart puts things into perspective. Image: Arbor Research & Trading LLC
Global Real GDP Growth It may take a few quarters for the financial system to feel the effects of the monetary easing measures implemented by central banks this year. Image: Morgan Stanley Research
Share of Total U.S. Equity Trading Are stock pickers an endangered species? Only one-tenth of the US equity market’s trading volumes comes from fundamental equity investors. Image: Financial Times
S&P 500 and Mini-Cycles Chart suggesting that market participants have started to take into account the start of a fourth mini-cycle. Image: Societe Generale Cross Asset Research