Emerging Markets Debt Yield The cost of servicing emerging markets debt denominated in U.S. dollars has fallen to almost 4%, thanks to global central bank liquidity and the weakening of the U.S. dollar. Image: Morgan Stanley Wealth Management
U.S. Debt-to-GDP vs. U.S. Treasury 10-Year Rate Low U.S. interest rates also make public debt less costly. Image: Piper Sandler
Operating Leverage Contribution and Earnings Rebound Morgan Stanley expects operating leverage to fuel an earnings rebound, through aggressive cost-cutting measures. Image: Morgan Stanley Research
% of IPO with Negative Earnings Growth at any cost? This chart shows the rise of loss-making companies going public. Image: Topdown Charts
Share of U.S. Zombie Companies The cost of extended monetary easing: low interest rates have created zombie firms. Image: Deutsche Bank Global Research
Bitcoin Market Price and Intrinsic Value This chart suggests Bitcoin’s intrinsic value using the cost of production approach following Hayes. Image: J.P. Morgan
WTI Spot Oil Price and Cash Floor The chart suggests that there is a risk that oil prices move to cash costs. Image: Goldman Sachs Global Investment Research
Private Non-Financial Debt Service Ratios Relative To Income Lower interest rates make debt more sustainable. What matters is the debt service cost.
U.S. Inflation since 2000 U.S. households are more concerned about the rising cost of medical care and housing, than overall inflation. Image: Financial Times
Total Annual Health Care Spending Per U.S. Family Headlines say there’s no inflation, but U.S. health care costs have skyrocketed. The annual health care cost for U.S. families is $23,000 vs. $10,000 in 2003. Image: Deutsche Bank Global Research
The World Economy – GDP at Power Purchase Power Parity by Country This map shows the changes in the world GDP when adjusted by the cost of living. You may also like “The World Economy – GDP by Country.” Image: howmuch.net