Category: Blog

U.S. Dollar Liquidity vs. EUR/USD The inflow of U.S. dollar into the financial system should continue to grow this year and tends to support the euro against the US dollar. Image: Saxo Bank

S&P 500 Performance When President Is Up For Reelection Since 1950, the S&P 500 has finished the year higher when a President has been up for reelection. Gains tend to occur in the second half of the year. Image: Ryan Detrick, LPL Financial LLC

Tech Bubble – Tech Relative Performance vs. Relative Forward Earnings Another tech bubble? This chart shows that tech’s relative performance is disconnected from relative forward earnings. Image: Morgan Stanley Research

U.S. Dollar and the Big Mac Index The latest Big Mac index suggests that the U.S. dollar remains overvalued against most currencies. Image: The Economist

Total Wealth by Country The United States remains the richest country in the world. Image: howmuch.net

U.S. Dollar Liquidity vs. MSCI World U.S. dollar liquidity should continue to grow this year and support global equity markets. Image: Saxo Bank

OECD Total LEI lead OECD Real GDP This chart suggests that the OECD’s leading economic indicators lead OCDE real GDP by 6 months. Image: Strategas

Housing, Confidence, Imports-Exports and Inflation Chart suggesting that housing data is improving and is a leading indicator. Image: Arbor Research & Trading LLC

Global Profit Cycle – South Korea Exports and Global EPS Chart showing the correlation between South Korea exports and global EPS. Image: BofA Global Investment Strategy

Relative Performance MSCI Europe vs. MSCI USA The relative performance of European stocks vs. the U.S. is at its lowest level in 50 years. Will this year be Europe’s time to outperform? Image: Legg Mason

Cumulative ETF Flows Flows into equities and bonds have been very steady since 2015. Image: Arbor Research & Trading LLC