Most Important Variables When Forecasting Real GDP

Most Important Variables When Forecasting Real GDP Search trends are very different between China (manufacturing industry) and the USA/Eurozone (consumer), when forecasting real GDP. Image: Arbor Research & Trading LLC

Who Is Buying U.S. Equities?

Who Is Buying U.S. Equities? The only buyer of US equities remains corporates, not households and institutions. Image: BofA Merrill Lynch Global Investment Strategy

U.S. Rates

U.S. Rates Chart showing the dramatic plunge in interest rates over the past 10 months. On the positive side, the equity risk premium (ERP) is now higher. Image: Fidelity Investments

U.S. Nonfarm Employment and NFIB Survey

U.S. Nonfarm Employment and NFIB Survey If the trade war continues, it will have serious negative repercussions on the American economy. Image: Deutsche Bank Global Research

U.S. and European Buybacks

U.S. and European Buybacks U.S. and European buybacks as percentage of cash are not at their pre-global financial crisis levels. Image: Goldman Sachs Global Investment Research