Copper to Gold Ratio and U.S. 10-Year Treasury Yield The chart suggests that the correlation between the copper/gold ratio and the US 10-year Treasury yield is still valid. Image: Nordea and Macrobond
Countries With the Highest Housing Bubble Risks Detecting and measuring asset bubbles is not always an easy task, but in many countries, housing prices are rising faster than rental rates. Image: Visual Capitalist
When Will the Next Global Recession Begin? 55% of investors expect a global recession by 2020 and 45% in 2021 or later. Who is right? Image: Barclays Research
Maximum Intra-Year Drawdown for the S&P 500 Since 1950, the median maximum drawdown for the S&P 500 is -10.6% and the average is -13.5%. You may also like “S&P 500 Index Drawdowns From 2 Year…
Maximum Drawdown vs. Annual S&P 500 Returns The annual return of the S&P 500 can be positive, even after a large drawdown. Image: Of Dollars And Data
U.S. Yield Curve vs. Recessions The chart shows the 10-year Treasury yield minus Fed funds rate yield curve and recessions. Historically, a flat or inverted yield curve is associated with slow economic growth or recessions.…
South Korean Exports vs. S&P 500 EPS Estimates The correlation between South Korean exports and S&P 500 EPS estimates suggests a weakness in S&P 500 earnings estimates. Image: Lohman Econometrics
10Y-3M Treasury Yield Spread Adjusted for QE and QT Adjusted for quantitative easing (QE) and quantitative tightening (QT), the 10-year minus 3-month yield curve may have inverted in December 2018. Image: Morgan Stanley Wealth Management
S&P 500 Recovery Since The Financial Crisis The chart shows that the S&P 500 has outperformed its historical recoveries since 2009. Image: Goldman Sachs Global Investment Research
Asset Classes Total Return since the Great Recession The chart shows how asset classes and economic indicators have performed since the Great Recession. The S&P 500 is the big winner. Image: Goldman Sachs Global Investment…
U.S. Equities and The World: Earnings Growth vs. Multiple Expansion Since the 2009 low, the strong performance of the U.S. markets comes from earnings growth (73%) and multiple expansion (27%). You may also like “S&P…