U.S. Cycle Indicator

U.S. Cycle Indicator The KKR’s U.S. cycle indicator from KKR is still in the mid-cycle expansion phase. Image: KKR & Co.

Major Central Bank Assets vs. S&P 500 Index

Major Central Bank Assets vs. S&P 500 Index The expansion of central bank balance sheets tends to push the S&P 500 Index higher. Is the sky the limit? Image: Lohman Econometrics

U.S. Markets – 12-Month Return Boost/Drag vs. Average

U.S. Markets – 12-Month Return Boost/Drag vs. Average When the U.S. business cycle is in the expansion phase, the S&P 500 tends to have above-average returns over the next 12 months. Image: Morgan Stanley Research

Global Manufacturing PMI

Global Manufacturing PMI Despite a slight decline, global manufacturing activity remains expansionary. Image: J.P. Morgan Asset Management

Major Central Bank Balance Sheets

Major Central Bank Balance Sheets JPMorgan expects asset price inflation, as the expansion of global central bank balance sheets could reach $5tn in 2021. Image: Financial Times