S&P 500 Forward EPS and World Trade Growth

S&P 500 Forward EPS and World Trade Growth The chart shows a pretty good correlation between the S&P 500 forward 12-month EPS and the CPB World Trade Index. Image: Oxford Economics, Macrobond

U.S. vs. China Trade Balance and Treasury Holdings

U.S. vs. China Trade Balance and Treasury Holdings China’s Treasuries holdings drop, while the U.S.-China trade balance shrinks very slightly amid the trade war. Image: BofA Merrill Lynch Global Research

U.S. Trade Deficit to GDP

U.S. Trade Deficit to GDP The chart shows that the U.S. trade deficit as percentage of gross domestic product is still huge, despite the US-China trade war. Image: BofA Merrill Lynch Global Research

Most Traded Goods Between U.S. and China

Most Traded Goods Between U.S. and China Taking a closer look at U.S. exports to China, and China exports to U.S., amid the trade war. Image: howmuch.net

Watch Warren Buffett’s full interview with CNBC’s Becky Quick

Watch Warren Buffett’s full interview with CNBC’s Becky Quick In this interview, Warren Buffett speaks about rail road, Berkshire Hathaway, economic slowdown, yield curve, recession, stock vs. bond, airlines & automotive industry, capitalism, inequality, benefits of free trade, IPOs, entertainment industry, Apple, American Express, Wells Fargo, real estate commission, philanthropy with 2% of GDP, odds,…

Survey – Credit Investors: What Are Your Biggest Concerns?

Survey – Credit Investors: What Are Your Biggest Concerns? The latest edition of BofAML credit survey shows that U.S. credit investors are concerned about the 2020 U.S. election, the trade war, and China. Image: BofA Merrill Lynch Credit Investor Survey