Search Results for: U.S.

The Immigrant-Founded Fortune 500 Immigrants and their children have founded nearly half of all U.S. Fortune 500 companies. Image: Axios

Lower Incomes Paid the Highest Price Low-income groups are slowly recovering after the financial crisis. Inequality: you may also like “U.S. Net Worth by Wealth Bracket.” Image: Deutsche Bank Global Research

The Rise of Passive Investing Net inflows into index-tracking U.S. mutual funds and ETFs rose by around 50% in the second quarter from a year earlier. Image: The Wall Street Journal

Home Builder Sentiment Leads Consumer Spending Interesting chart suggesting that the NAHB housing market index leads the change in consumer spending. The latest reading for July suggests that the outlook for the U.S. economy is expected to slow. Image: Dr Thomas Kevin Swift

S&P 500 Index Performance 3-Months Before A Presidential Election The S&P 500 performance 3-months before the U.S. Presidential election is very accurate in predicting the election winner. You may also like “Unemployment and U.S. Presidential Elections.” Image: Ryan Detrick, LPL Financial LLC

Total Outlays (Spending) to GDP This chart shows the percentage share of GDP that the U.S. federal government spends. Image: Bianco Research

Detecting and Measuring Asset Bubbles Detecting and measuring asset bubbles is not always an easy task. This chart puts into perspective the current U.S. households financial assets to GDP and the U.S. federal debt as percentage of GDP.

The Yield Curve Leads VIX (Volatility) by Three Years Is more volatility expected ahead? This chart suggests that the CBOE Volatility Index or VIX usually follows the U.S. 10-year vs. 3-month Treasury spread (inverted) with a 3-year lag. You may also like “VIX is in a Transitory State” and “Fed Funds Target Rate and VIX.”…

Industrial Search Trends Looking Optimistic This chart shows the rise in search interest in the U.S.. That’s good news after a fall in 2018, because industrial search trends tend to lead realized growth by a decent margin. Image: Arbor Research & Trading LLC

Earnings Matter, Over the Long Run Over the long run, equities move with earnings. Currently, there is a big gap between U.S. and Europe earnings. As Warren Buffett said: “for 240 years, it’s been a terrible mistake to bet against America.” You may also like “Global Earnings since 2006.” Image: Cullen Roche

S&P 500 Performance Before and After Recessions since 1970 U.S. equities peaked about six months before the recession began. Image: Russell Investments