S&P 500 Valuation – Real Market Capitalization to Real GDP Ratio The inflation-adjusted market capitalization to GDP ratio is a valuable tool to evaluate the U.S. stock market’s valuation. The high current ratio implies a potential overvaluation. Image: Real Investment Advice
Real GDP and Inflation The U.S. economy has avoided recessions and stagflations 90% of the time, inspiring confidence in investors and showcasing the country’s commitment to long-term economic stability and growth. Image: BofA US Equity & Quant Strategy
China Real GDP Growth Forecast The downturn in growth in China may be stabilizing. Image: Goldman Sachs Global Investment Research
U.S. Real GDP “New-New Normal” Will a sustained period of low economic growth be the “new normal” for the United States? Image: Real Investment Advice
China Real GDP Growth vs. Current Activity Indicator (CAI) Goldman Sachs forecasts China real GDP growth of 5.4% in 2023 and 4.5% in 2024. Image: Goldman Sachs Global Investment Research
Real S&P 500 and Real GDP The excesses of the U.S. stock market tend to correct themselves over time. Image: Real Investment Advice
Global Real GDP Growth vs. Current Activity Indicator (CAI) Goldman Sachs forecasts global real GDP growth of 2.5% in 2023. Image: Goldman Sachs Global Investment Research
Contribution to U.S. Real GDP by Sector U.S. GDP grew 2.7% in Q4 2022. The housing slump was a net drag on GDP, and it’s not over yet. Image: The Daily Shot
U.S. Real GDP Growth Forecast Goldman Sachs estimates a 35% probability that the U.S. economy enters recession over the next 12 months. Image: Goldman Sachs Global Investment Research
Recession – U.S. Real GDP and Financial Conditions Index (Leading Indicator) Financial conditions tend to lead U.S. real GDP by 3 months. Image: Alpine Macro
U.S. Real GDP Growth Recession risks are rising in the United States. Oxford Economics expects U.S. GDP to turn negative in H1 2023. Image: Oxford Economics