U.S. Stocks with High China Sales and China Stocks with High U.S. Sales US-China trade war affects the relative performance of U.S. and China stocks vs. local market. Image: Goldman Sachs Global Investment Research
Global Bond Fund Flows Over the past 3 months, investors have injected $160bn into bond funds, fearing a global recession. Image: BofA Merrill Lynch
Allocation to Cash and Recession Probability This chart shows the correlation between allocation to cash and the NY Fed 12-month ahead recession probability indicator. Image: Barclays Research
S&P 500 Median Stock Net Leverage Net leverage of the median S&P 500 companies reached new highs, above 1.8. Image: Goldman Sachs Global Investment Research
Overtime Hours Lead U.S. Nonfarm Payrolls Great chart suggesting that overtime hours lead U.S. nonfarm payrolls by 3 months (R = 0.90). Image: Paolo Cardena
Contribution of Dividends to Total Returns Interesting chart showing that dividends are clearly a key component of total return. Image: Topdown Charts
Crypto Market Capitalization Percentages Bitcoin dominance is clearly on the rise and is now 69% of all cryptocurrency market capitalization. Image: CoinMarketCap
CS Global Risk Appetite Index The Credit Suisse Global Risk Appetite Index falls, but is not at panic level. Image: Credit Suisse
Japan Corporate Profits Leads MSCI World EPS This chart suggests that Japan corporate profits leads MSCI World EPS by 7 months. Image: Nordea and Macrobond
U.S. Nonfarm Payrolls vs. Overtime Hours and Recessions This chart shows that overtime hours are a leading indicator for where U.S. nonfarm payrolls might be headed, and generally turn negative prior to a recession.
U.S. Productivity Growth and Hourly Compensation When wages lag behind productivity growth, workers do not receive their fair share of the wealth created. Image: Economic Policy Institute