S&P 500 LTM Return On Equity (ROE)
S&P 500 LTM Return On Equity (ROE) The S&P 500 LTM Return On Equity (ROE) gives a picture of corporate profitability and remains high relative to history. Image: Goldman Sachs Global Investment Research
S&P 500 LTM Return On Equity (ROE) The S&P 500 LTM Return On Equity (ROE) gives a picture of corporate profitability and remains high relative to history. Image: Goldman Sachs Global Investment Research
Number of Fed Rate Hikes/Cuts Expected Over Next 12 Months Fed funds futures imply two further rate cuts over the next 12 months. Image: Credit Suisse Research
NFIB Expected Credit Conditions NFIB Expected Credit Conditions are improving and suggest that the U.S. expansion still has room to run. Source: Longview Economics
Percentage of Central Banks Easing Globally Currently, most of the world’s central banks are easing: 55% is the highest percentage since the global financial crisis. Image: UBS
Global Manufacturing: Manufacturing as Percentage of Gross Value Added The key question: is the United States really decoupled from the rest of the world? Image: Deutsche Bank Global Research
Ranking Developed Economies by Key Growth Metrics Currently, the United States is ranked numer one in real GDP, core CPI and consumer confidence. Image: Arbor Research & Trading
Distributions of Volatility by Countries This chart shows the average of 6-month rolling standard deviation of monthly returns over the last 10 years. Image: J.P. Morgan
U.S. Debt and Demographics This interesting chart clearly shows the large divergence between U.S. debt and demographics. Image: Fidelity Investments
S&P 500 Buyback Index vs. S&P 500 Total Return Index This chart clearly shows the large divergence between the S&P 500 Buyback Index and the S&P 500 Total Return Index. Image: Real Investment Advice
U.S. Economy and U.S. 10-Year Yield This chart suggests that the U.S. economy’s percentile relative to developed countries explains the U.S. 10-year yield. Image: Arbor Research & Trading LLC
Real M1 Leads Euro Area Real GDP Growth An imminent recession in the euro area? This interesting chart suggests that real M1 leads euro area real GDP growth by 12 months. Image: Pictet Wealth Management