Category: Blog

China GDP Growth Over Time This chart puts China’s economic growth into perspective. Image: howmuch.net

Stocks, Bonds, Foreign Exchange and Commodities Outperformance Stocks, bonds, FX and commodities outperformed in 2019. Image: Deutsche Bank Global Research

Historical Correlations of Asset Price Returns to Central Bank Net Cuts in Policy Rates The correlation between assets price returns and central bank rate cuts has been higher after the Great Financial Crisis. Image: BofA Merrill Lynch Global Research

S&P 500 Forward Performance +6 Months Following New All-Time High Since 1950 Historically, there are major falls 5% of time, further gains 82% of time and major gains 21% of time. Image: Strategas

Fund Manager Survey Cash Balance BofA Fund Manager Survey cash levels hold to 4.2%, the lowest cash balance since March 2013. Image: BofA Merrill Lynch Global Fund Manager Survey

Sharpe Ratio for the S&P 500 U.S. stocks have had the best decade since the 1950s. The sharpe ratio is a measure of risk-adjusted return. Image: Bloomberg

10-Year U.S. Treasury Yield and Fed Insurance Rate Cut Chart suggesting a steeper yield curve and higher 10-year U.S. Treasury yields through mid-2020. Image: J.P. Morgan

China Manufacturing PMI and Global Manufacturing PMI Chart suggesting that the global economy should avoid recession and a moderate global recovery is expected in 2020. Image: Danske Research

Trump Tweets by Topic Is President Trump worried about impeachment? His tweets are now focused on the ‘witch hunt’ and democrats. Image: Arbor Research & Trading LLC

Global Manufacturing PMI and Profit Expectations Rising profit expectations suggest a rebound in the global manufacturing PMI. Image: BofA Global Fund Manager Survey

OECD Composite Leading Indicators Currently, 15.8% of OECD Composite Leading Indicators are above 100. Historically, equities have performed rather well at this level. Image: Arbor Research & Trading LLC