Search Results for: industrial

S&P 500 Industrials Index and U.S. Manufacturing Unit Labor Costs When U.S. labor costs rise, industrial profit margins are under pressure. Image: Quill Intelligence, LLC

Commodities vs. Dow Jones Industrial Average Chart suggesting that commodities are very undervalued relative to the U.S. stock market. Image: Incrementum

U.S. Commercial and Industrial Loans Interesting chart suggesting that U.S. commercial and industrial loans are expected to slow. Image: Quill Intelligence, LLC

S&P 500 Value vs. Growth Leads Global Industrial Production This great chart suggests that the S&P 500 value vs. growth leads global industrial production by 9 months. Image: Alpine Macro

China Industrial Activity and U.S. Treasury 10-Year Yield This chart shows the quite good correlation between China industrial activity and the U.S. treasury 10-year yield. Image: Oxford Economics, Macrobond

Dow Jones Industrial Average Around Second Fed Rate Cut This chart shows that a second rate cut has been bullish. On average, the Dow Jones Industrial Average has gained 19% over the next 12 months. Image: Ned Davis Research

U.S. Industrial Sectors in Contraction Below Recession Levels Currently, the percentage of U.S. industrial sectors in contraction is below recession levels. Image: TS Lombard

U.S. Industrial Production and GDP This chart clearly shows the divergence between U.S. industrial production and GDP, since the financial crisis. Image: Gavekal, Macrobond

S&P 500 Consumer Discretionary / Industrials Around First Fed Rate Cut If consumer discretionary outperforms industrials after first Fed rate cut, then it could signal a recession. Image: Ned Davis Research

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

Dow Jones Industrial Average Around First Fed Rate Cut After first Fed rate cut, the Dow Jones Industrial Average’s gains are +24% on average when no recession, and +11% with a recession within 12 months. Image: Ned Davis, Ed Clissold