U.S. Labor Force vs. Inflation The chart shows the enduring link between labor force and inflation. The chart also suggests that U.S. labor force leads U.S. CPI by three years. Demographic trends imply subdued inflation. You may also like “World Population & Demographics – More People Over 65 than Under 5 for the First Time.”…
Stocks, Bonds, Bills, and Inflation since 1926 Great chart showing the hypothetical value of $1 invested in stocks, bonds, and bills, at the beginning of 1926. Warren Buffett is right when he says that stocks are generally better than bonds. Picture souce: Morningstar
U.S. – China Competition (Focus Risk) The United States and China will eventually conclude a trade agreement, but tensions between the two countries are structural and won’t go away any time soon. Image: BlackRock Investment Institute
Treasury Bond Prices Around First Rate Cuts Since 1970, Treasury bonds have rallied 2-3 months before the first rate cut. Image: Ned Davis Research
World Population by Region Projected to 2100 World population is expected to increase to 10.9 billion by 2100 and 83% of the world population will live in Asia and Africa. Image: Our World in Data
Global Nominal GDP After the U.S., China is the world’s second largest economy. Its nominal GDP represents 16% of world GDP, compared to 24% for the United States. Image: Scotiabank
U.S. 10-Year Treasury Yield vs. Fed Rate Interesting chart showing that the U.S. 10-year treasury yield usually does not bottom until the Fed has finished cutting rates. Image: Deutsche Bank
EUR/USD and 10-Year Rates Differential The chart shows the Euro vs. US Dollar (EUR/USD) and how a 10-year rates differential corresponds to a stronger or weaker US dollar. Image: Oxford Economics, Macrobond
Annual Carbon Emissions in Tons (CO2) About 86% of global carbon emissions are produced by countries other than the United States. You may also like “Total Global Carbon Emissions.” Image: Bloomberg
ISM Manufacturing Index vs. Richmond Fed Survey The Richmond Fed survey suggests that the ISM Manufacturing Index could plunge to 45, but the Empire State Manufacturing Survey is a better predictor over the past two years. Image: Lohman Econometrics
ISM Manufacturing Index vs. Predictors The chart shows that the Empire State Manufacturing Survey is a better predictor of the ISM Manufacturing Index over the past two years. Image: Nordea and Macrobond