Conference Board Consumer Confidence: Expectations vs. Current Situation and Recessions Is the next recession on its way? Gloomy confidence expectations generally do not bode well. Image: Lohman Econometrics

S&P 500 vs. MSCI Emerging Markets Index This chart shows the strong performance of the S&P 500 against the MSCI Emerging Markets Index. Image: Financial Times

U.S. 10-Year Yields U.S. 10-year yields are currently 140 bps above developed peers and highest since 1984. Image: Arbor Research & Trading

S&P 500 LTM Return On Equity (ROE) The S&P 500 LTM Return On Equity (ROE) gives a picture of corporate profitability and remains high relative to history. Image: Goldman Sachs Global Investment Research

Number of Fed Rate Hikes/Cuts Expected Over Next 12 Months Fed funds futures imply two further rate cuts over the next 12 months. Image: Credit Suisse Research

NFIB Expected Credit Conditions NFIB Expected Credit Conditions are improving and suggest that the U.S. expansion still has room to run. Source: Longview Economics

Percentage of Central Banks Easing Globally Currently, most of the world’s central banks are easing: 55% is the highest percentage since the global financial crisis. Image: UBS

Global Manufacturing: Manufacturing as Percentage of Gross Value Added The key question: is the United States really decoupled from the rest of the world? Image: Deutsche Bank Global Research

Ranking Developed Economies by Key Growth Metrics Currently, the United States is ranked numer one in real GDP, core CPI and consumer confidence. Image: Arbor Research & Trading

Distributions of Volatility by Countries This chart shows the average of 6-month rolling standard deviation of monthly returns over the last 10 years. Image: J.P. Morgan

U.S. Debt and Demographics This interesting chart clearly shows the large divergence between U.S. debt and demographics. Image: Fidelity Investments