U.S. Labor Market: Jobs Gains and Jobless Claims The U.S. labor market is slowing, but historically, recessions have been preceded by a slowing in job gains and a pickup in jobless claims. Image: J.P. Morgan Asset Management
6-Month S&P 500 Return Following U.S. Election Since 1932, the median 6-month S&P 500 return for an all Republican sweep has been 4% vs. 1% for an all Democratic sweep, and 3% for a divided government. Image: Goldman Sachs Global Investment Research
Percentage of S&P 500 Companies Guiding EPS Higher/Lower This quarter, the percentage of S&P 500 companies revising EPS guidance lower, is much higher than in previous quarters. Image: J.P. Morgan
Global Trade Volume Chart showing weaker global trade volumes amid trade tensions. Image: Financial Times
S&P 500 New All-Time Highs Per Year This year has the second most new highs ever. New all-time highs can last more than 10 years and tend to occur in clusters. Image: Ryan Detrick, LPL Financial LLC Click the Image to Enlarge
Projected U.S. Health Care Costs Over the next 10 years, the federal government is expected to spend $16 trillion on health care and $6 trillion on interest costs. Image: Deutsche Bank Global Research
China Debt to GDP China’s increase in debt is massive and now exceeds 300% of GDP. Image: Institute of International Finance
GSER Financial Conditions Index and U.S. GDP Growth Chart suggesting that financial conditions should improve U.S. GDP growth. Image: Macronond, SEB X-Asset Research
Fed and Flow of Funds Annual U.S. Treasury Purchases by Sector In 2020, the Fed is expected to buy more than $510 billion in U.S. Treasuries. Image: Goldman Sachs Global Investment Research
Global PMI and Real GDP Chart showing the correlation between global PMI and real GDP. Is the worst over for global PMI? Image: J.P. Morgan
U.S. Non-Financial Corporate Debt and Net Share Repurchases (Buybacks) Thanks to low interest rates, U.S. companies are increasingly using debt to buy back shares. Image: BofA Merrill Lynch Global Research