Search Results for: policy

U.S. Productivity Growth and Hourly Compensation When wages lag behind productivity growth, workers do not receive their fair share of the wealth created. Image: Economic Policy Institute

Weaker Wage Growth in the Current Expansion Interesting chart showing that wage growth is much weaker than it was in the late 1990s. Image: Economic Policy Institute

Central Bank Balance Sheet to GDP Ratios Central bank balance sheet to GDP ratios, influenced by monetary policy, vary from one economy to another. Image: Bianco Research

Fed Dovish Pivot – Stimulus Hopes Support Risk Appetite Growth sentiment appears to be stabilizing, due to optimism about fiscal policy. Image: Goldman Sachs Global Investment Research

Inequality: CEO Compensation vs. Typical Worker Compensation in the U.S. CEO compensation has grown 940% since 1978, while typical worker compensation has risen by only 12%. Image: Economic Policy Institute

U.S. Dollar and Weak Global Growth This spreadsheet shows that Fed policy easing can weaken the U.S. dollar in times of weak global growth. Image: Goldman Sachs Global Investment Research

Leading Economic Indicators (LEI): U.S. vs. Global Leading economic indicators appear to be stabilizing, outside the United States. The central banks’ policy response could have a positive knock-on effect on global growth. Image: Legg Mason

History of the Real Federal Minimum Wage Today, the real federal minimum wage is worth 31% less than in 1968. It is also the longest period without an increase (adjusted for inflation). You may also like “Wage Growth vs. U.S. Home Price Growth.” Image: Economic Policy Institute

What is the Biggest Risk Right Now for Investors? What is the Biggest Risk Right Now for Investors? The risk of a Fed policy error The probability of a Fed rate cut in July 2019 is now 84.6%. Image: Bloomberg

The Market is Almost Wrong about What the Fed Will Do Actually, the Fed decides when to raise rates. But the market decides when to cut rates: “Markets have accurately priced in cuts before easing cycles begin.” Keep in mind that rate cut expectations are highly predictive six months in advance. You may also like “Fed Policy…