Coronavirus Mortality vs. % of the Population Tested

Coronavirus Mortality vs. % of the Population Tested This chart suggests that the true COVID-19 mortality rate could be much lower than originally thought, about 0.4%. Image: J.P. Morgan Quantitative and Derivative Strategy

U.S. Unemployment – Unemployed Workers on Temporary Layoff

U.S. Unemployment – Unemployed Workers on Temporary Layoff Since 1970, recessions with the highest share of temporary layoffs have been followed by the fastest recoveries in the labor market. Image: Goldman Sachs Global Investment Research

S&P 500 and Big Reversal Years

S&P 500 and Big Reversal Years Could the S&P 500 end the year positive? After a loss of more than 30%, it would be the first year ever. Image: LPL Research

S&P 500 vs. Weekly Economic Index

S&P 500 vs. Weekly Economic Index The Weekly Economic Index fell below the trough of the Great Recession, while the S&P500 has rallied 28% from the 23 March low and retraced 50% of the recent decline. Image: Fidelity Investments

U.S. Correlation Between GDP and Equity Market

U.S. Correlation Between GDP and Equity Market This chart shows the correlation between U.S. GDP and U.S. equity market (R² = 0.50). U.S. equity prices suggest U.S. GDP growth of 0.7% YoY in Q3 2020. Image: Deutsche Bank

G4 GDP Forecast

G4 GDP Forecast Deutsche Bank expects G4 GDP levels to remain well below the pre-crisis trend. Image: Deutsche Bank Asset Allocation

Quantitative Easing – Net Asset Purchases for G-7 Central Banks

Quantitative Easing – Net Asset Purchases for G-7 Central Banks Net asset purchases for G-7 central banks approached $1.4 trillion in March. To put things in perspective, this is more than five times higher than the previous peak of $270 billion in April 2009. Image: Bloomberg