Global Real GDP vs. Nominal Broad Dollar TWI
Global Real GDP vs. Nominal Broad Dollar TWI The U.S. dollar tends to weaken when global growth picks up. Image: Goldman Sachs Global Investment Research
Global Real GDP vs. Nominal Broad Dollar TWI The U.S. dollar tends to weaken when global growth picks up. Image: Goldman Sachs Global Investment Research
Conference Board Consumer Confidence U.S. consumer confidence falls in August, as more and more companies announce layoffs. Image: The Daily Shot
Gold and FRB Broad Trade-Weighted Dollar Index According to BofA, the U.S. dollar debasement is a myth, as it rises and falls with global risk appetite, and has proven its safe haven status. Image: BofA
Market Capitalization of Largest Companies as Share of S&P 500 Total Chart showing the record level of concentration in the U.S. equity market. Image: Goldman Sachs Global Investment Research
VIX vs. Global FX Volality Index More currency volatility on the horizon? The unknowns of the U.S. presidential election and the coronavirus pandemic could weigh on the U.S. dollar. Image: Bloomberg
Bank Business Lending Standards U.S. banks are tightening lending standards amid uncertain economic outlook. Image: Goldman Sachs Global Investment Research
Tech and Health Care as % of S&P 500 Market Capitalization The tech and health care sectors have led the U.S. market higher, but now account for nearly 55% of the S&P 500’s capitalization. Image: BofA Research Investment Committee
Foreign Investors Equity Allocation Percentile vs. History Foreign investors equity allocation is at all-time high, as foreign investors have been big buyers of U.S. stocks Image: Goldman Sachs Global Investment Research
Gold Price vs. TIPS 10-Year Yield Falling gold prices could warn a bottom of U.S. real yields. Image: Goldman Sachs Global Investment Research
Global Equity ETF Flows U.S. equity ETF flows remain strong amid the coronavirus turbulence. Image: J.P. Morgan