Search Results for: economy

Asset Price Inflation and “Real Economy” Inflation Gold performed well during the 1973-1983 decade. Image: Goldman Sachs Global Investment Research

FMS Investors – U.S. ISM Index YoY vs. Net % Expecting Stronger Economy Will the U.S. ISM index drop below 50 in 2022Q2 ? Image: BofA Global Fund Manager Survey

Economy-Weighted Composite ISM and Stock-to-Bond Ratio U.S. economic growth has already peaked. Image: Alpine Macro

Global Economy – FMS Economic Expectations Has the global economy growth peaked? Image: BofA Global Fund Manager Survey

Economy – U.S. Miles Driven Has the pandemic changed driving habits in the United States? It appears that Americans are now driving as much as before the pandemic. Image: Gavekal, Macrobond

U.S. Election – Donald Trump vs. Joe Biden and the U.S. Economy Americans think that Donald Trump will be better for the U.S. economy if he is re-elected rather than if Joe Biden is elected. Image: BofA Global Research

China Stocks – New Economy Relative to Old Economy China’s new economy stocks featured higher profitability and revenue growth. Image: Morgan Stanley Research

U.S. Election – Joe Biden vs. Donald Trump and the U.S. Economy Americans believe that Donald Trump will be a little better for the U.S. economy than Joe Biden. Image: BofA Global Research

Percent of Advanced Economy Government Bonds Outstanding by Yield As the chart shows, there is currently a large percentage of government bonds from advanced economies with yields below 1%. Image: Deutsche Bank Global Research

Valuation – Defensive Assets vs. Assets More Sensitive to the Economy Valuations suggest that we’re a long way from a return to normal times, as the market remains concerned about long-term growth. Image: Morgan Stanley Research