U.S. 10-Year Treasury Yield vs. Fed Rate Interesting chart showing that the U.S. 10-year treasury yield usually does not bottom until the Fed has finished cutting rates. Image: Deutsche Bank

EUR/USD and 10-Year Rates Differential The chart shows the Euro vs. US Dollar (EUR/USD) and how a 10-year rates differential corresponds to a stronger or weaker US dollar. Image: Oxford Economics, Macrobond

Annual Carbon Emissions in Tons (CO2) About 86% of global carbon emissions are produced by countries other than the United States. You may also like “Total Global Carbon Emissions.” Image: Bloomberg

ISM Manufacturing Index vs. Richmond Fed Survey The Richmond Fed survey suggests that the ISM Manufacturing Index could plunge to 45, but the Empire State Manufacturing Survey is a better predictor over the past two years. Image:…

ISM Manufacturing Index vs. Predictors The chart shows that the Empire State Manufacturing Survey is a better predictor of the ISM Manufacturing Index over the past two years. Image: Nordea and Macrobond

World Real GDP Growth The chart shows the world real GDP growth since 1985. Without a rebound, the world real GDP growth could be 3.1% this year. Image: Pictet Wealth Management

S&P 500 Index – Earnings & Valuation The S&P 500 valuation is high relative to history and the earnings growth estimate has fallen to +3.7% for 2019. You may also like our “Stock Market Valuation.”…

South Korea Equities Lead U.S. 10-Year Treasury Yield Interesting chart suggesting that South Korea equities YoY lead the U.S. 10-year Treasury yield by 6 months. Image: Rothko Research

Housing Usually Heats Up in the Summer This great chart shows that U.S. home sales usually heats up in the summer. Image: Leonard Kiefer

Earnings Revisions Strategy Outperforms Around First Fed Rate Cut Around first Fed rate cut, earnings revisions is the top factor out of 200 strategies. Image: Ned Davis Research

U.S. Population Growth vs. U.S. 10-Year Treasury Bond Yield U.S. demographics explain the 10-year Treasury bond yield, due to low inflation. The U.S. 10-year bond yield reflects inflation and growth expectations, and working age population…