Inflation – Price Changes Since 2000 in the U.S. Headlines say there’s no inflation, but most important things in life are getting more expensive in the United States. Image: Deutsche Bank Global Research

Construction Sector Activity and Recessions This chart clearly shows that growth of activity in the construction sector is slowing down. Image: Quill Intelligence, LLC

Earnings Surprises of S&P 500 Companies To date, 60% of S&P 500 companies have beaten Q3 earnings estimates by 1 standard deviation, and 10% have missed estimates. Image: Goldman Sachs Global Investment Research

Length of U.S. Recessions This chart puts into perspective the length of U.S. recessions, before and after the Fed. Image: Ritholtz Wealth Management LLC

Bitcoin Volatility The price of Bitcoin exhibits high volatility persistence. Has Bitcoin failed as a means of payment and store of value? Image: Financial Times

VIX and MOVE Rolling Correlation Periods of high correlation between safe and risk assets are generally not good for balanced portfolios, because diversification is hard to find. Image: Arbor Research & Trading LLC

Yield Curve and Banks A steeper yield curve helps banks to borrow more cheaply and lend at higher rates of interest. Image: Morgan Stanley

Effect on U.S. GDP Growth from Financial Conditions, Fiscal Policy and Trade War Financial Conditions should offset the effect of the trade war in 2020. Image: Goldman Sachs Global Investment Research

S&P 500 Returns After Three 25 Basis Point Rate Cuts Chart showing what the S&P 500 did after three rate cuts of 25 basis points in 1975, 1996 & 1998. Image: Ryan Detrick, LPL Financial…

S&P 500 Value Index at All-Time High Historically, when the S&P 500 Value Index made a new all-time high for the first time in 200+ days, it went higher 6 months later. Image: Sentimentrader

Asset Class Returns in YTD 2019 The S&P 500 Index, US Treasury bonds, gold and crude oil are all positive this year. This situation is quite rare. It never happened before, to have them all…