Are Value Stocks Cheap or Expensive? Value stocks usually trade at a 24% discount to the stock market.But as of 02/29/2019, they are trading at 31% discounts in the U.S., 33% discounts in Europe and 34% discounts in emerging countries. Image: GMO
U.S. Economy Has Prospered While Europe Has Slowed This chart shows how the US economy is strong compared to European countries. And despite full employment, US real GDP should stay above potential GDP. Image: Financial Times
Five Central Banks With Negative Rates Money markets expect the ECB will cut rates by Q1 2020. Image: Bloomberg
How Many People Are There in the World in 2019? The world population was estimated to have reached 7.7 billion people as of April 2019. Image: Visual Capitalist Click the Image to Enlarge
China, Japan Holdings of U.S. Treasury China’s share hits near 2-year low, Japan’s highest in 16 months. Image: Richard Leong
What the S&P 500 has Done in May the past 7 Years A difficult start, but May 2019 is far from over. Image: Ryan Detrick, LPL Financial LLC
Central Bank Balance Sheets vs. Global Equities Central banks do influence some asset prices, but correlation is not causation. Image: DoubleLine
Increased Productivity Boosts Profits Margins When a company increases productivity, it makes more products without increasing costs. Higher productivity can improve the company’s profit margin and total profits. During this business cycle, productivity has increased at an average rate of 1.3% year-over-year. But productivity has been cut in half since the previous business cycle. You…
U.S. Stock Ownership Still Below Pre-Recession Levels Despite the strong performance of stocks since 2009, U.S. stock ownership remains lower than it was before the Great Recession or the Dotcom bubble. Image: Gallup
Real Estate Continues to Lead Stocks as Americans’ Choice for Best Long-Term Investment Americans think that real estate is the best investment vehicle compared to other investments, such as stocks, bonds or gold. Image: Gallup
More than 200 Years of U.S. Interest Rates in One Chart This long term chart covers more than two centuries of US interest rates (yield on the U.S. 10-year Treasury). Image: Goldman Sachs Global Investment Research Click the Image to Enlarge