University of Michigan Consumer Sentiment Index Leads U.S. Unemployment Rate This interesting chart suggests that the University of Michigan Consumer Sentiment Index leads the U.S. unemployment rate by 7 months (R = 0.95). Image: Paolo…
Consensus 2019 & 2020 U.S. Real GDP Growth Goldman Sachs forecasts U.S. real GDP growth of 2.3% in 2019 and 2.2% in 2020 (as of July 2019). Image: Goldman Sachs
The Impact of an Inverted Yield Curve Great charts showing that a flat/inverted yield curve implies weaker U.S. GDP growth, lower equity returns, and higher volatility. Image: Pictet Asset Management
Federal Budget Deficit Since 1948 The federal budget deficit is unusually large compared to the state of the U.S. economy. Image: Goldman Sachs
Annual Performance of Gold and the S&P 500 since 1980 One of the advantages of gold is that it is uncorrelated to the U.S. stock market and provides diversification in a portfolio. Image: The Wall…
U.S. Retail Sales and Consumer Sentiment Currently, the consumer is doing well, keeping the U.S. economy from tanking, and consumer sentiment is high. Image: Credit Suisse
Total U.S. Household Debt Balance and Its Composition Total U.S. household debt increased by $192 billion (1.4%) to $13.86 trillion in Q2 2019. Image: New York Fed Consumer Credit Panel
Household Debt as a Proportion of GDP Household debt levels in China are equivalent to those in advanced economies. Image: The Wall Street Journal
Who Has Gained From Globalization? The Asian middle class and the global 1% have gained the most from globalization. Image: Harvard Business Publishing
America’s Mortgage Debt by State The average mortgage debt per capita in the United States is $33.680. Image: howmuch.net
Demographics – Old Age Dependency Ratio The world’s population is ageing and demographics explain low interest rates. Image: Arbor Research & Trading LLC