Coronavirus – Since the Start of COVID-19, Are You Spending More or Less? Since the start of COVID-19, this survey suggests that Americans are not spending less. Image: Deutsche Bank Research
China Current Activity Indicator (CAI) and GDP The China current activity indicator (CAI) suggests a sharp recovery, after a deep contraction in the first quarter. Image: Goldman Sachs Global Investment Research
S&P Credit Ratings Downgrades The coronavirus crisis sparks record company downgrades. Image: Oxford Economics
Factor Indices (Long/Short) Returns Since March low, the losers have continued to lose. Image: Deutsche Bank Asset Allocation
U.S. 10-Year Note Yields: Explaining Rolling Three-Month Changes Chart suggesting that U.S. policy uncertainty and Fed committing to low rates explain U.S. 10-year Treasury note yield. Image: Arbor Research & Trading LLC
Percentage of Americans Who Have an Unfavorable Opinion of China A majority of Americans have a negative view of China. Image: Statista
Comparative Yields: S&P Global Infrastructure, S&P 500 and 10-Year U.S. Treasury The yields offered by global infrastructure stocks appear attractive relative to the low yields across the bond market. Image: Legg Mason
U.S. Dollar Liquidity Swaps, as a Percent of the Amount Outstanding The Bank of Japan represents nearly 50% of outstanding U.S. dollar liquidity swaps, a much higher rate than any other central bank. Image: Charles Schwab
S&P 500 Minus U.S. Treasuries Returns in Two Years Before/After End of U.S. Recessions This chart suggests that the current episode assumes the U.S. recession ends in June 2020. Image: J.P. Morgan
S&P 500 Index Corrections Since 1980, the S&P 500 index tends to do well one year and two years after lows. Image: LPL Research
Net Central Bank Interest Rate Hikes / Cuts Central banks haven’t cut this much since the global financial crisis. Image: BofA