U.S. Zombie Companies and Fed Ended QE
U.S. Zombie Companies and Fed Ended QE Since the Fed ended QE, U.S. zombie companies have underperformered the market. Image: Arbor Research & Trading LLC
U.S. vs. China Trade Balance and Treasury Holdings
U.S. vs. China Trade Balance and Treasury Holdings China’s Treasuries holdings drop, while the U.S.-China trade balance shrinks very slightly amid the trade war. Image: BofA Merrill Lynch Global Research
Global Supply of Safe Assets by Country – Shortage of Government Bonds
Global Supply of Safe Assets by Country – Shortage of Government Bonds The global shortage of government bonds is going to get worse and could keep yields low or negative. Image: Financial Times
Rotation from U.S. Stocks to Rest-of-World
Rotation from U.S. Stocks to Rest-of-World The rotation from U.S. stocks to cheaper global stocks continues, reaching $123 billion recently. Image: BofA Merrill Lynch Global Investment Strategy
U.S. and China – Effect of the Trade War on Real GDP Growth
U.S. and China – Effect of the Trade War on Real GDP Growth Assuming no further escalation, the trade war drag on real GDP growth is expected to peak in Q4 2019. Image: Goldman Sachs…
U.S. Dollar and ROW – U.S. Real GDP Growth Differential
U.S. Dollar and ROW – U.S. Real GDP Growth Differential Chart suggesting that a rebound in global growth outside the U.S., should weaken the U.S. dollar. Image: Morgan Stanley Research
U.S. Trade Deficit to GDP
U.S. Trade Deficit to GDP The chart shows that the U.S. trade deficit as percentage of gross domestic product is still huge, despite the US-China trade war. Image: BofA Merrill Lynch Global Research
S&P 500 and Fidelity 401(K) Millionaire Accounts
S&P 500 and Fidelity 401(K) Millionaire Accounts The number of 401(k) millionaires hits record high at the end of the third quarter, while the average 401(k) balance is still only $105,200. Image: Sentimentrader
Inequality – Income Mobility Across Generations
Inequality – Income Mobility Across Generations In the United States, it takes five generations for individuals born in low-income families to reach the mean income in society. In Danemark, it takes “only” two generations. Image:…
Demographics – U.S. Population Growth
Demographics – U.S. Population Growth The U.S. population continues to grow today, but it is growing at the slowest rate since 1937. This means an aging, slow-growing future for the U.S..
U.S. and Euro Area Composition of Corporate Credit
U.S. and Euro Area Composition of Corporate Credit Great chart showing that the U.S. is a market-based financial system, while the Euro Area is a bank-based system with 80% of bank loans. Image: Deutsche Bank…