Category: Blog

Yield Curve and Banks A steeper yield curve helps banks to borrow more cheaply and lend at higher rates of interest. Image: Morgan Stanley

Effect on U.S. GDP Growth from Financial Conditions, Fiscal Policy and Trade War Financial Conditions should offset the effect of the trade war in 2020. Image: Goldman Sachs Global Investment Research

S&P 500 Returns After Three 25 Basis Point Rate Cuts Chart showing what the S&P 500 did after three rate cuts of 25 basis points in 1975, 1996 & 1998. Image: Ryan Detrick, LPL Financial LLC

S&P 500 Value Index at All-Time High Historically, when the S&P 500 Value Index made a new all-time high for the first time in 200+ days, it went higher 6 months later. Image: Sentimentrader

Asset Class Returns in YTD 2019 The S&P 500 Index, US Treasury bonds, gold and crude oil are all positive this year. This situation is quite rare. It never happened before, to have them all up double digits. Image: LPL Research

U.S. New Heavy Truck Sales Lead U.S. Unemployment Rate Chart suggesting that U.S. new heavy truck sales lead the U.S. unemployment rate by 7 months. Image: Pictet Wealth Management

S&P 500 Employees Why S&P 500 companies aren’t so American? A large portion of S&P 500 employees works abroad. Image: Deutsche Bank Global Research

U.S. Equity Fund Flows vs. Bonds and Cash This chart puts into perspective the rotation from equities to bonds and cash, as investors become cautious about further growth. Image: Goldman Sachs Global Investment Research

Health Care: Uninsured Rate Chart showing that the uninsured rate was down until the last year. Image: Deutsche Bank Global Research

S&P 500 and Seasonal Rotation Strategy Sell in May and go away? This chart suggests that a rotation between defensive and cyclical sectors was a much better strategy Image: CFRA, S&P Global

Bitcoin and Payment Transactions Per Month Is cryptocurrency overhyped? Today, Bitcoin is processing fewer payment transactions per month than in 2016. Image: Financial Times