Equity Market Driven by Bonds Not Profits The chart shows a widening gap between cyclicals and bond proxies. It is clearly a cyclical bear market within a bull market, as during the dotcom bubble. Image: Societe Generale Cross Asset Research
Gold vs. Real U.S. Rates The chart shows the nice correlation between real U.S. rates (inverted) and the price of gold as a defensive asset. Image: Richardson Wealth
Countries With the Highest Housing Bubble Risks Detecting and measuring asset bubbles is not always an easy task, but in many countries, housing prices are rising faster than rental rates. Image: Visual Capitalist
U.S. Output Gap vs. U.S. Consumer Confidence Great chart showing the strong correlation between U.S. consumer confidence and the U.S. Output Gap. U.S. consumer confidence always peaks before a recession. Image: Pictet Asset Management
S&P 500 Around the End of Fed Tightening As the chart shows, the S&P 500 has performed well on average, around the end of Fed tightening. You may also like “S&P 500 Performance Around Previous Fed Cuts.” Image: Morphic Asset Management Pty Ltd
Investor Allocation by Region in the U.S. This chart is a good example of investment bias and shows the likelihood of owning stocks in an industry vs. national average. Picture Source: J.P. Morgan Asset Management
Time, Diversification and the Volatility of Returns This chart shows how the volatility of returns decreases over time (range of equity, bond and blended total return). Picture Source: J.P. Morgan Asset Management
S&P 500 Operating Earnings per Share The S&P 500 quarterly operating earnings per share are Standard & Poors consensus analyst expectations as of 30 June 2019. Picture Source: J.P. Morgan Asset Management
Global Inflation Interesting chart showing that inflation is largely a global phenomenon. Picture Source: J.P. Morgan Asset Management
Global Growth Economy This chart shows the global real GDP growth and the long-term growth momentum. It’s never paid to bet against America. Picture Source: J.P. Morgan Asset Management
Exports as a Share of GDP Interesting chart showing exports as a percentage of GDP and putting U.S. tariffs into perspective. Source: J.P. Morgan Asset Management