U.S. Jobs of the 2010s

U.S. Jobs of the 2010s Jobs in tech, construction, home health and fitness center were among the fastest growing of the decade. Image: Reuters

Truck Tonnage vs. Air and Rail Freight

Truck Tonnage vs. Air and Rail Freight Trucks represent 70% of U.S. freight and serve as a barometer of the U.S. economy. This chart suggests that shipping has changed since the Great Financial Crisis, but…

S&P 500 Operating EPS vs. Normalized EPS

S&P 500 Operating EPS vs. Normalized EPS The gap between operating and normalized EPS is the widest since Q3 2007 (the prior market peak). Image: BofA US Equity & Quant Strategy

Global PMIs

Global PMIs Global PMIs and earnings growth across regions could suggest a strong risk-on year. Image: Fidelity Investments

China’s Monetary Policy

China’s Monetary Policy The Chinese banks’ reserve requirement ratio will be cut by 50 bps on January 6, to 12.5%. Image: Bianco Research

BofA Sell Side Indicator

BofA Sell Side Indicator The BofA’s Sell Side Indicator suggests no euphoria and equity returns of 12% over the next 12 months, putting the S&P 500 at 3,629 by year-end. Image: BofA Global Research US…

Market Response to U.S. Missile Strikes

Market Response to U.S. Missile Strikes In the past 30 years, the impact of U.S. missile strikes has been quite small on the market. Image: Charles Schwab