U.S. Health Care Costs
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
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
How Much Tariffs Could Cost Each State? This chart shows how much each state would be affected by China’s export tariffs. Image: howmuch.net
Cost of U.S. Tariffs Across All Goods and Services The estimated annual cost is about $460 for the average family. Image: The New York Times
Labor Costs Lead Core Inflation by 6 Months Historically, U.S. labor costs have been a good leading indicator of core inflation, because when labor costs rise, companies tend to increase their prices. Image: Legg Mason
U.S. Rates – 2-Year and 10-Year Treasury Yield Forecasts BofA still forecasts the 10-year UST yield at 4.25% and the 2-year UST yield at 4.00% by year-end 2024, suggesting the possibility of a downward trend in borrowing costs. Image: BofA Global Research
Passive vs. Active Rolling 6-Month Flows Flows into passive mutual funds and ETFs continue to surpass those into active funds. This trend is driven by factors such as lower costs, strong performance, and the rise of ETFs. Image: Goldman Sachs Global Investment Research
Number of Global Central Bank Hikes and Cuts The current trend of global central banks cutting interest rates at the fastest pace since August 2020 could significantly impact financial markets, borrowing costs, and overall economic activity. Image: Deutsche Bank
S&P 500 EPS Yield – IG Yield vs. TTM Buyback Yield Higher borrowing costs can discourage companies from engaging in stock buybacks. Image: BofA US Equity & Quant Strategy
House Pricing Index Rising borrowing costs and interest rates are impacting global housing markets and driving down prices in many developed markets. Image: Morgan Stanley Research
S&P 500 Profit Margin – Operating Earnings/Sales S&P 500 profit margins remain strong at 11.2%, despite many headwinds and higher labor costs. Image: J.P. Morgan Asset Management