U.S. Economy vs. Asset Prices

U.S. Economy vs. Asset Prices Persistent low interest rates could explain the wide divergence between real economy prices and asset prices, over the past decade. Image: Charles Schwab

Number of Months U.S. Economy in Recession

Number of Months U.S. Economy in Recession The 2010s are the first time a decade has gone without the U.S. falling into recession. Image: Deutsche Bank Global Research

Asia Pacific Economic Data Leads the U.S. Economy

Asia Pacific Economic Data Leads the U.S. Economy This chart suggests that Asia Pacific economic data leads the U.S. economy since the Great Financial Crisis. U.S. economic data becomes laggard. Image: Arbor Research & Trading LLC

U.S. Economy and U.S. 10-Year Yield

U.S. Economy and U.S. 10-Year Yield This chart suggests that the U.S. economy’s percentile relative to developed countries explains the U.S. 10-year yield. Image: Arbor Research & Trading LLC

Manufacturing’s Share of the U.S. Economy

Manufacturing’s Share of the U.S. Economy Manufacturing accounts for only 10% of U.S. GDP, but 25% to 45% of the market response. Image: Goldman Sachs Global Investment Research

Is The U.S. Economy Slowing Down?

Is The U.S. Economy Slowing Down? The chart below shows that the U.S. economy is slowing down. The U.S.-China trade war and slower global growth are not helping. But as long as there is no recession, slowing down is fine.