U.S. Small Cap Stocks – China Producer Prices vs. Russell 2000 12-Month Return Chart suggesting the impact of China producer prices on U.S. small cap stocks. Image: BofA Research Investment Committee
Global Real GDP vs. Nominal Broad Dollar TWI The U.S. dollar tends to weaken when global growth picks up. Image: Goldman Sachs Global Investment Research
S&P 500 Index Bull Markets (Since WWII) the First Year So far, the new bull maket is topping all other bull markets since WWII. Image: LPL Research
Performance – European Equities vs. U.S. Stocks Should investors look at U.S. stocks or European equities? Image: Morgan Stanley Research
S&P 500 Value Index vs. S&P 500 Index As investors continue to pile into growth stocks, is value investing dead? Image: Bloomberg
Volatility and U.S. Elections This chart shows how U.S. presidential elections affect volatility when the same party remains in office or not. Image: Goldman Sachs Global Investment Research
Conference Board Consumer Confidence U.S. consumer confidence falls in August, as more and more companies announce layoffs. Image: The Daily Shot
Japan and Global Equity Markets With a soft domestic economy, Japan’s equity market has lagged global equities. Image: Gavekal, Macrobond
S&P 500 Total Return / S&P 500 Equally Weighted Total Return Will the S&P 500 continue to outperform its equally weighted equivalent? Image: Deutsche Bank
Quarterly GDP Trajectory, Base Case – U.S., Euro Area and China This chart suggests the base case scenario for 2020/2021 GDP growth. Image: BofA Global Research
Equal-Weighted S&P 500 and S&P 500 Cumulative Advance/Decline Charts suggesting that a market correction may begin soon, as the S&P 500 cumulative advance/decline line fails to confirm the new all-time highs. Image: Morgan Stanley Research