Search Results for: health

Performance of MSCI ACWI Around Global Health Emergencies Historically, the global stock market has bottomed, when the WHO has declared a global health emergency. Image: Ned Davis Research

Performance of S&P 500 Index Around Global Health Emergencies Historically, market reactions to previous major health scares have shown short-term volatility, but no disruptions over an extended period of time. Image: Ned Davis Research

Projected U.S. Health Care Costs Over the next 10 years, the federal government is expected to spend $16 trillion on health care and $6 trillion on interest costs. Image: Deutsche Bank Global Research

Total Annual Health Care Spending Per U.S. Family Headlines say there’s no inflation, but U.S. health care costs have skyrocketed. The annual health care cost for U.S. families is $23,000 vs. $10,000 in 2003. Image: Deutsche Bank Global Research

Health Care: Uninsured Rate Chart showing that the uninsured rate was down until the last year. Image: Deutsche Bank Global Research

U.S. Health Care Costs U.S. health care costs have skyrocketed and are higher than in any other country Image: Deutsche Bank Global Research

Why Are U.S. Banks Healthier Than Ever? U.S. banks are much stronger than ever. They have more capital and should withstand the next recession. See Fed’s annual stress test (Dodd-Frank Act Stress Tests): “The capital levels of the firms after the hypothetical severe global recession are higher than the actual capital levels of large banks…

Returns – S&P 500 Industry Group Sensitivity to Real Rates and Breakeven Inflation Should investors overweight healthcare and financials for 2022? Image: Goldman Sachs Global Investment Research

Median Quarterly Excess Return in Stagflationary Periods Health care and energy tend to outperform in stagflationary environments. Image: Goldman Sachs Global Investment Research

Gold to Copper Ratio The gold-to-copper ratio is a reliable barometer of global economic health. Image: Alpine Macro