U.S. 60/40 Portfolio Returns Over the Next 10 Years Chart suggesting that the return of a U.S. 60/40 portfolio could slide near 100-year lows over the next decade, due to low yields, low growth and…
Upside and Downside Risks to the Growth Outlook – SG White & Black Swan Chart The SG swan chart shows upside and downside risks to growth forecasts on a one-year horizon. Image: Societe Generale Cross…
Global Semiconductor Sales vs. MSCI World EPS Growth Chart suggesting that global semiconductor sales may have bottomed. That’s good news for global EPS growth. Image: Jeroen Blokland
Rotation from Safe to Risky Assets The market is rotating. The chart clearly shows the big rotation taking place from “safe” to “risky” assets since mid-August 2019. Image: Goldman Sachs Global Investment Research
Advanced Economy Recessions During Global Stress Periods Interesting chart showing the number of advanced economies in recession during global stress periods. Image: Oxford Economics
U.S. Labor Market: Jobs Gains and Jobless Claims The U.S. labor market is slowing, but historically, recessions have been preceded by a slowing in job gains and a pickup in jobless claims. Image: J.P. Morgan…
6-Month S&P 500 Return Following U.S. Election Since 1932, the median 6-month S&P 500 return for an all Republican sweep has been 4% vs. 1% for an all Democratic sweep, and 3% for a divided…
Percentage of S&P 500 Companies Guiding EPS Higher/Lower This quarter, the percentage of S&P 500 companies revising EPS guidance lower, is much higher than in previous quarters. Image: J.P. Morgan
Global Trade Volume Chart showing weaker global trade volumes amid trade tensions. Image: Financial Times
S&P 500 New All-Time Highs Per Year This year has the second most new highs ever. New all-time highs can last more than 10 years and tend to occur in clusters. Image: Ryan Detrick, LPL…
Projected U.S. Health Care Costs Over the next 10 years, the federal government is expected to spend $16 trillion on health care and $6 trillion on interest costs. Image: Deutsche Bank Global Research