Hedge Fund Equity Exposure

Hedge Fund Equity Exposure Great chart showing that hedge funds’ equity exposure is near their lowest since the global financial crisis. Image: J.P. Morgan

U.S. Stock Market – Earnings and Valuation

U.S. Stock Market – Earnings and Valuation The valuation is high relative to history, but not near historical extremes. The U.S. stock market should remain under pressure until Q3 earnings season. Image: Fidelity Investments

Equity Markets and QE

Equity Markets and QE Chart suggesting that equity markets tend to move higher during QE periods. Image: J.P. Morgan

Global Manufacturing Activity

Global Manufacturing Activity The number of countries in contraction is higher than the number of countries in expansion. Image: Financial Times

Gold in Real Terms Since 1960

Gold in Real Terms Since 1960 Gold peaked on January 21, 1980 and would need to rise to $2,764/oz to make new peak. Image: Deutsche Bank Global Research

The Fed’s Treasury Holdings by Maturity

The Fed’s Treasury Holdings by Maturity Nice chart showing the Fed’s Treasury holdings by maturity before and after the financial crisis. Image: Reuters