The Economic Impact of Hurricanes This chart shows the most devasting hurricanes since 1980. Image: Statista

U.S. Nominal GDP vs. S&P 500 Volatility This chart shows that the S&P 500 volatility remains high in a context of slower macroeconomic cycles. Image: Goldman Sachs Global Investment Research

ISM Manufacturing Index vs. ISM Manufacturing New Orders Index This chart suggests that the ISM Manufacturing Index should turn higher. Image: Macrobond, SEB Strategy Research

Trade War – Probability of a US-China Trade Deal The market-implied probability of a US-China trade deal rises to only 19%. Image: Goldman Sachs Global Investment Research

U.S. Stocks with High China Sales and China Stocks with High U.S. Sales US-China trade war affects the relative performance of U.S. and China stocks vs. local market. Image: Goldman Sachs Global Investment Research

Global Bond Fund Flows Over the past 3 months, investors have injected $160bn into bond funds, fearing a global recession. Image: BofA Merrill Lynch

Allocation to Cash and Recession Probability This chart shows the correlation between allocation to cash and the NY Fed 12-month ahead recession probability indicator. Image: Barclays Research

S&P 500 Median Stock Net Leverage Net leverage of the median S&P 500 companies reached new highs, above 1.8. Image: Goldman Sachs Global Investment Research

Overtime Hours Lead U.S. Nonfarm Payrolls Great chart suggesting that overtime hours lead U.S. nonfarm payrolls by 3 months (R = 0.90). Image: Paolo Cardena

Contribution of Dividends to Total Returns Interesting chart showing that dividends are clearly a key component of total return. Image: Topdown Charts

Crypto Market Capitalization Percentages Bitcoin dominance is clearly on the rise and is now 69% of all cryptocurrency market capitalization. Image: CoinMarketCap