Buyback Contribution to EPS Growth Buybacks constitute a very important part of the earnings payout. Without them, there is no EPS growth. Image: Credit Suisse Research

Global Manufacturing PMI and Multi-Asset Portfolio Returns This chart suggests that markets have not taken into account this year’s growth and profits slump. Image: J.P. Morgan Asset Management

Earnings Estimates: Emerging Markets Emerging markets are the hardest hit by the trade war. Image: Fidelity Investments

Emerging Markets Growth Stocks vs. U.S. Growth Stocks This chart suggests that emerging markets growth stocks are cheapest vs. U.S. growth stocks since 2002. Image: BofA Merrill Lynch

U.S. Health Care Costs U.S. health care costs have skyrocketed and are higher than in any other country Image: Deutsche Bank Global Research

Global Manufacturing PMI Increased After 15 Months of Consecutive Declines Global manufacturing PMI continues to improve after 15 months of consecutive declines. Is the worst over for global PMI? Image: Goldman Sachs Global Investment Research

World Counting on the U.S. Consumer The U.S. consumer accounts for 17% of world GDP. That’s more than China’s GDP. Image: Truist

U.S. Auto Loan Delinquency Auto loan delinquencies keep rising in recent years and are a good measure of financial strain. Image: Quill Intelligence, LLC

U.S. and Eurozone Unemployment Rates This chart shows the gap between the unemployment rates of the two economies, while unemployment falls to historic lows. Image: Financial Times

U.S. Consumer Confidence Relative to U.S. Business Confidence This chart shows one of the highest divergence between consumer confidence and business confidence, more than two standard deviations. Image: BofA Merrill Lynch

10-Year Rolling Average Sales Growth by Region The importance of remembering the past: this chart shows the steep decline in sales growth over time. Image: Goldman Sachs Global Investment Research