Category: Blog

Histogram of S&P 500 Declines Around Recessions Chart showing peak-to-trough percent change in the S&P 500 index around recessions (median: -21.6%). Image: J.P. Morgan

The World Economy – GDP at Power Purchase Power Parity by Country This map shows the changes in the world GDP when adjusted by the cost of living. You may also like “The World Economy – GDP by Country.” Image: howmuch.net

Comparative Return of Bitcoin and S&P 500 This chart suggests that the best years for Bitcoin are when the S&P 500 is above 15%. Image: Fundstrat Global Advisors, LLC

Total Banking Asset as Percentage of GDP Negative interest rates have a big impact on the profitability of banks and screw up the economy. Image: BofA Merrill Lynch Global Research

S&P 500 Sales Growth vs. Oil Price This chart shows the good correlation between S&P 500 sales growth and the price of oil. Image: J.P. Morgan

U.S. Retail Market Share by Category This chart shows how quickly online shopping is eating the traditional retail world. Image: Institute of International Finance

Contributions to Probability of U.S. Recession within One Year Chart suggesting that the probability of a recession in the United States within a year is 45%. Image: J.P. Morgan

Search Interest for “Recession” Google search interest for “Recession” has declined. Is the fear gone? Image: Goldman Sachs Global Investment Research

S&P 500 – Percentage of Stocks with Upward Sloping 200-Day Average This chart suggests that the U.S. stock market’s internal trend is improving. Image: Strategas

Dividend Yield vs. Corporate Bond Yield This chart shows that dividend yields of European companies appear more attractive than corporate bond yields. Image: Goldman Sachs Global Investment Research

U.S. Real GDP Growth Leads Core Inflation This great chart suggests that U.S. real GDP growth leads core inflation by 18 months. Image: Oxford Economics, Macrobond