Allocation to Cash and Recession Probability This chart shows the correlation between allocation to cash and the NY Fed 12-month ahead recession probability indicator. Image: Barclays Research

S&P 500 Median Stock Net Leverage Net leverage of the median S&P 500 companies reached new highs, above 1.8. Image: Goldman Sachs Global Investment Research

Overtime Hours Lead U.S. Nonfarm Payrolls Great chart suggesting that overtime hours lead U.S. nonfarm payrolls by 3 months (R = 0.90). Image: Paolo Cardena

Contribution of Dividends to Total Returns Interesting chart showing that dividends are clearly a key component of total return. Image: Topdown Charts

Crypto Market Capitalization Percentages Bitcoin dominance is clearly on the rise and is now 69% of all cryptocurrency market capitalization. Image: CoinMarketCap

CS Global Risk Appetite Index The Credit Suisse Global Risk Appetite Index falls, but is not at panic level. Image: Credit Suisse

Japan Corporate Profits Leads MSCI World EPS This chart suggests that Japan corporate profits leads MSCI World EPS by 7 months. Image: Nordea and Macrobond

U.S. Nonfarm Payrolls vs. Overtime Hours and Recessions This chart shows that overtime hours are a leading indicator for where U.S. nonfarm payrolls might be headed, and generally turn negative prior to a recession.

U.S. Productivity Growth and Hourly Compensation When wages lag behind productivity growth, workers do not receive their fair share of the wealth created. Image: Economic Policy Institute

S&P 500 1-Month Realised Volatility History This chart shows that the last 90 years have been split equally between high, low and normal volatility regimes. Image: Goldman Sachs Global Investment Research

U.S. Equities at 70-Year Highs vs. European Equities Are European stocks more attractive than U.S. stocks? Currently, the euro area economy is more impacted by the global slowdown than the U.S. economy. And investors also think…