Cyclical/Defensive Equities Ratio and 10-Year Treasury Yield The chart shows the correlation between the cyclical/defensive equities ratio and the 10-year treasury yield, signaling an economic slowdown. Image: Morgan Stanley Research
U.S. Real GDP Growth Leads Core Inflation This great chart suggests that U.S. real GDP growth leads core inflation by 18 months. Image: Oxford Economics, Macrobond
World – Central Bank Asset Purchases Great chart showing central bank asset purchases. Image: Oxford Economics
World GDP and Real Commodity Price Returns Interesting chart showing the correlation between world GDP and real commodity price returns. Image: Oxford Economics, Macrobond
U.S. Nominal GDP vs. S&P 500 Volatility This chart shows that the S&P 500 volatility remains high in a context of slower macroeconomic cycles. Image: Goldman Sachs Global Investment Research
U.S. Productivity Growth and Hourly Compensation When wages lag behind productivity growth, workers do not receive their fair share of the wealth created. Image: Economic Policy Institute
Weaker Wage Growth in the Current Expansion Interesting chart showing that wage growth is much weaker than it was in the late 1990s. Image: Economic Policy Institute
Fears of a German Recession Are Rising A recession in Germany could mean economic damage across the region. Image: The Economist
Probability of U.S. Recession Over Next 12 Months The probability of U.S. recession over the next 12 months based on economic indicators stands at 45.6%. Image: J.P. Morgan
Buybacks Are the Source of the Rally in the Stock Market since 2009 But as trade tensions and economic slowdown worry U.S. firms, stock buybacks declined last quarter. Image: Deutsche Bank Global Research
Demographics – U.S. Population Aging and Pension Demand for Bonds This chart suggests that U.S. pension demand for bonds is going to increase, as the proportion of 65+ rises. Image: Oxford Economics, Macrobond