U.S. Consumer Confidence and CEO Confidence

U.S. Consumer Confidence and CEO Confidence The trade war keeps weighing on CEO confidence, which is near record lows, while consumer confidence has remained relatively strong. Image: Goldman Sachs Global Investment Research

Liquidity Premium and IG Bonds

Liquidity Premium and IG Bonds The spread between low liquid and high liquid IG bonds is widening, despite the rally and the belief of an improvement in US-China trade tensions. Image: Goldman Sachs Global Investment Research

U.S. and China Stock Markets

U.S. and China Stock Markets U.S. and China stock markets are both higher year-to-date, amid the trade war. Image: Danske Bank Research

S&P 500 Value Index at All-Time High

S&P 500 Value Index at All-Time High Historically, when the S&P 500 Value Index made a new all-time high for the first time in 200+ days, it went higher 6 months later. Image: Sentimentrader

MSCI World Index Valuation at Cycle Peaks and Troughs

MSCI World Index Valuation at Cycle Peaks and Troughs On average, the MSCI World Index currently trades at a price-to-earnings ratio that has marked cyclical peaks in the stock market over the past 50 years. Image: Charles Schwab

NFIB Survey Leads U.S. Employment

NFIB Survey Leads U.S. Employment The U.S. economy is not unaffected by the trade war and global slowdown. This chart suggests that U.S. employment is slowing down. The chart also suggests that the NFIB survey leads U.S. employment by 6 months. Image: Rothschild & Co Asset Management Europe

Projecting the Bull and Bear Market

Projecting the Bull and Bear Market If a US-China trade deal is reached, this chart suggests a rally to the long-term bullish trend line at 3300. Image: Real Investment Advice