S&P 500 20-Year Annualized Return

S&P 500 20-Year Annualized Return This chart puts the last two decades into perspective (average 7.4% annualized return since 1960). Image: Ryan Detrick, LPL Financial LLC

World GDP and Real Commodity Price Returns

World GDP and Real Commodity Price Returns Interesting chart showing the correlation between world GDP and real commodity price returns. Image: Oxford Economics, Macrobond

U.S. Nonfarm Payroll Employment

U.S. Nonfarm Payroll Employment During this business cycle, America has added over 20 million jobs. Image: Leonard Kiefer

U.S. ISM Manufacturing Index vs. S&P 500

U.S. ISM Manufacturing Index vs. S&P 500 Chart showing that the S&P 500 continues to price in a strong rebound in the ISM,  from 49 to 54 (R = 0.62). Image: Deutsche Bank Global Research

Manufacturing’s Share of the U.S. Economy

Manufacturing’s Share of the U.S. Economy Manufacturing accounts for only 10% of U.S. GDP, but 25% to 45% of the market response. Image: Goldman Sachs Global Investment Research