Percentage of Central Banks Easing Globally
Percentage of Central Banks Easing Globally Currently, most of the world’s central banks are easing: 55% is the highest percentage since the global financial crisis. Image: UBS
Percentage of Central Banks Easing Globally Currently, most of the world’s central banks are easing: 55% is the highest percentage since the global financial crisis. Image: UBS
U.S. Industrial Production and GDP This chart clearly shows the divergence between U.S. industrial production and GDP, since the financial crisis. Image: Gavekal, Macrobond
U.S. and European Buybacks U.S. and European buybacks as percentage of cash are not at their pre-global financial crisis levels. Image: Goldman Sachs Global Investment Research
Hedge Fund Equity Exposure Great chart showing that hedge funds’ equity exposure is near their lowest since the global financial crisis. Image: J.P. Morgan
The Fed’s Treasury Holdings by Maturity Nice chart showing the Fed’s Treasury holdings by maturity before and after the financial crisis. Image: Reuters
Lower Incomes Paid the Highest Price Low-income groups are slowly recovering after the financial crisis. Inequality: you may also like “U.S. Net Worth by Wealth Bracket.” Image: Deutsche Bank Global Research
U.S. Federal Debt Held by the Public Rising U.S. federal debt could increase the likelihood of a fiscal crisis in the future. Image: Congressional Budget Office
The Top 10 Risks to the Global Economy US-China trade conflict, US corporate debt burden, and emerging-markets crisis are the main global risks according to the Economist Intelligence Unit (EIU). Image: World Economic Forum
Stock Buybacks Topped Capital Expenditures for the First Time since 2008 Thanks to corporate tax cuts, stock buybacks hit an all-time high and topped capital expenditures for the first time since 2008. As a reminder, 2008 was the start of the global financial crisis.
S&P 500 1-Month Volatility History Since 1928 and VIX Since 1990 The stock market crash of 1929, the Black Monday of 1987 and the global financial crisis in 2008 were the most extreme events. Image: Goldman Sachs Global Investment Research
Does Surging Oil Prices Cause Recession? Historically, a rise oil prices can cause recession because high inflation tends to lead to higher interest rates. But nowadays, oil shale production in the US limits the rise in oil prices and makes it possible to avoid a future crisis like the one in 2008.