U.S. Corporate Profits, Capital Expenditures, Dividends and Buybacks What would happen if U.S. companies reinvested instead of buying their own shares and paying dividends? Image: Financial Times
U.S. Economic Cycles Since 1854 This chart puts into perspective the current U.S. economic cycle. Image: Societe Generale Cross Asset Research
Global Equity vs. Bonds and U.S. Unemployment Rate and Recessions The chart shows that the U.S. business cycle drives global asset allocation and suggests a possible U.S. recession in 2020. Image: Pictet Asset Management
2019 U.S. IPOs 2019 is well on its way to being the biggest IPO year in recent years. Image: Goldman Sachs Global Investment Research
S&P 500 vs. the Rest of the World Over the past decade, the S&P 500 has outperformed the rest of the world by 130%. Image: Financial Times
Developed Country Policy Rates Above the United States Look for the mistake: the number of countries with a policy rate above the U.S. is zero. Image: Bianco Research
U.S. ISM Manufacturing Index vs. U.S. ISM Non-Manufacturing Index Although the non-manufacturing sector’s growth slowed, it continues to reflect strength for now. Image: Nordea and Macrobond
S&P 500 Gap Risk The S&P 500 Index is subject to significant gap risks under the Presidency of Donald Trump. Image: Hayek and Keynes
Purchasing Power of the U.S. Dollar since 1913 How does inflation effect the purchasing power of money? $100 in 1913 would only be worth $3.87 in 2019. Image: howmuch.net
U.S. Buybacks vs. European Buybacks This chart shows that European buybacks are not as popular as they are in the U.S.. Image: Goldman Sachs Global Investment Research
Fed Rate Cuts Priced In and Recession Insurance cuts or recessionary cuts? It usually doesn’t end well, when the bond market begins to price in more than three rate cuts over the next 6 months.…