New Coronavirus Cases in Italy and South Korea

New Coronavirus Cases in Italy and South Korea These charts suggests that new coronavirus cases in Italy and South Korea are still tracking China’s outbreak. Image: Charles Schwab

S&P 500 Risk Parity Index

S&P 500 Risk Parity Index Risk parity funds experience their worst week since 2008, by the decline of U.S. Treasury bonds and equities. Image: Financial Times

Insider Buy vs. Sell Ratio and S&P 500

Insider Buy vs. Sell Ratio and S&P 500 Insider buying is at its highest level in nine years, but recent history shows that insiders tend to be early in picking the bottom. Image: Bloomberg

Coronavirus – Europe and U.S. vs. Hubei

Coronavirus – Europe and U.S. vs. Hubei This chart suggests that coronavirus cases in Europe and the U.S. are following Hubei’s trajectory. A turning point is not expected rapidly. Image: Gavekal, Macrobond

S&P 500 vs. 1929

S&P 500 vs. 1929 This chart comparing the S&P 500 to 1929, shows a 91% correlation currently (intended for informational purposes only). Image: Nautilus Research

U.S. Economic Growth vs. S&P 500 EPS Growth

U.S. Economic Growth vs. S&P 500 EPS Growth This chart shows the link between economic growth and S&P 500 EPS growth, and highlights the sensitivity of S&P 500 EPS to macro variables. Image: Goldman Sachs Global Investment Research

Central Bank Target Rates

Central Bank Target Rates Who will be the next central bank to cut interest rates? Central banks have cut -3,147 basis points over the past year. Image: Arbor Research & Trading LLC