U.S. Recession Probability – BofA Survey

U.S. Recession Probability – BofA Survey The September edition of the BofA survey shows that U.S. credit investors see a 25% chance of recession over the next 12 months. Image: BofA Credit Investor Survey

Top Three Crude Oil Producers

Top Three Crude Oil Producers Chart showing that the U.S. is the world’s biggest oil producer and has surpassed Russia and Saudi Arabia. Image: Deutsche Bank Global Research

Major Oil Supply Disruptions

Major Oil Supply Disruptions As a reminder, disruptions in the oil market have always led to higher oil prices. Image: BofA Merrill Lynch Global Research

High Growth Stocks vs. Low Growth Stocks

High Growth Stocks vs. Low Growth Stocks Chart suggesting that high growth stocks are expensive relative to low growth stocks. Image: Goldman Sachs Global Investment Research

Global Composite PMI Leads Global GDP

Global Composite PMI Leads Global GDP Growth Chart suggesting that the global composite PMI leads global GDP growth by 2 months. Image: Oxford Economics

M1 Money Supply vs. Yield Curve and Recessions

M1 Money Supply vs. Yield Curve and Recessions Great chart showing the correlation between M1 money supply and the yield curve. The key factor for inverted yield curves is tight money. Image: BofA Merrill Lynch Global…