“Yield Curve” Google Trends vs. 10Y-3M Yield Spread

“Yield Curve” Google Trends vs. 10Y-3M Yield Spread This interesting chart shows the Google trends interest for the “yield curve” compared to the U.S. 10-year minus 3-month Treasury yield spread. If history helps us predict…

S&P 500 and Past Easing Cycles

S&P 500 and Past Easing Cycles The S&P 500 did rather well after easing cycles began, especially during Fed insurance cuts. You may also like “Market Reaction to Fed Insurance Cuts vs. Fed Recession Cuts.” Image:…

Concern about the Trade War

Concern about the Trade War 58% of American firms reported negative impacts from the trade war, versus 31% of non-American firms. Ouch! Image: American Chamber of Commerce in Singapore

S&P 500 and Recession Probability

S&P 500 and Recession Probability Great chart showing twelve Fed easing cycles since the 1950s, including the recession probability and the average return of the S&P 500 Index. Image: Fidelity Investments

Growth Has Outperformed Value Since 2015

Growth Has Outperformed Value Since 2015 Is is time for value stocks to shine? Actually, tech stocks contribute to widening the gap between growth and value. Image: Wells Fargo Investment Institute

S&P 500 at Risk of a 10% Correction

S&P 500 at Risk of a 10% Correction If the U.S. economy continues to deteriorate, the S&P 500 Index could fall into a 10% correction in the third quarter, according to Morgan Stanley. Image: Bloomberg

U.S. 10-Year Yields vs. Copper to Gold Ratio

U.S. 10-Year Yields vs. Copper To Gold Ratio Great chart showing a strong correlation between U.S. 10-year yields and the copper to gold ratio. Image: Nordea and Macrobond