Is The U.S. Stock Market Overvalued? S&P 500 Valuation: the chart shows that the U.S. stock market is not cheap. Based on the forward P/E ratio, the S&P 500 is not extremely overvalued either. You may also like our “Stock Market Valuation.” Image: Bianco Research
The Immigrant-Founded Fortune 500 Immigrants and their children have founded nearly half of all U.S. Fortune 500 companies. Image: Axios
Global Fixed Income Market In Different Yield Buckets Nowadays, the scarcity of yield with 20% of global bonds below 0%. Image: ICE Data Indices, Bank of America Merrill Lynch
Copper to Gold Ratio and U.S. 10-Year Treasury Yield The chart suggests that the correlation between the copper/gold ratio and the US 10-year Treasury yield is still valid. Image: Nordea and Macrobond
Countries With the Highest Housing Bubble Risks Detecting and measuring asset bubbles is not always an easy task, but in many countries, housing prices are rising faster than rental rates. Image: Visual Capitalist
When Will the Next Global Recession Begin? 55% of investors expect a global recession by 2020 and 45% in 2021 or later. Who is right? Image: Barclays Research
Maximum Intra-Year Drawdown for the S&P 500 Since 1950, the median maximum drawdown for the S&P 500 is -10.6% and the average is -13.5%. You may also like “S&P 500 Index Drawdowns From 2 Year Highs.” Image: Of Dollars And Data
Maximum Drawdown vs. Annual S&P 500 Returns The annual return of the S&P 500 can be positive, even after a large drawdown. Image: Of Dollars And Data
U.S. Yield Curve vs. Recessions The chart shows the 10-year Treasury yield minus Fed funds rate yield curve and recessions. Historically, a flat or inverted yield curve is associated with slow economic growth or recessions. The longer the yield curve stays inverted, the better it predicts recession. A Fed rate cut similar to 1995 could…
South Korean Exports vs. S&P 500 EPS Estimates The correlation between South Korean exports and S&P 500 EPS estimates suggests a weakness in S&P 500 earnings estimates. Image: Lohman Econometrics
10Y-3M Treasury Yield Spread Adjusted for QE and QT Adjusted for quantitative easing (QE) and quantitative tightening (QT), the 10-year minus 3-month yield curve may have inverted in December 2018. Image: Morgan Stanley Wealth Management