Shareholder Return vs. Free Cash Flow Thanks to low interest rates, shareholder return has exceeded free cash flow levels again. U.S. companies cannot spend more than they earn indefinitely. Image: Goldman Sachs Global Investment Research
Current 20-Month Flat Market vs. Major S&P 500 Tops Since World War II, the U.S. stock market went nowhere three times in the last 20 months. If history repeats itself, it could make an upside breakout. Image: Fundstrat Global Advisors, LLC
European Economic and Monetary Union (EMU) Inflows and EUR/USD European Economic and Monetary Union (EMU) inflows usually suggest a weaker U.S. dollar. Image: Morgan Stanley
Job Openings and Average Weekly Hours The number of job openings fell in August, mirroring the decline in average weekly hours, and confirming that the U.S. labor market is cooling. Image: TD Bank Financial Group
Value vs. Growth Stocks Since 1927, U.S. growth stocks have outperformed value stocks by 30% over a 2-year period, on five occasions. Each time, it was before a recession or a war. Is it different this time? Image: BofA Merrill Lynch
S&P 500 Historical Performance in Different Yield Curve Regimes Great table showing the U.S. 10Y-2Y Treasury spread and the S&P 500 historical performance. Image: J.P. Morgan
A Breakdown of the Average American Spending Consumer spending drives 68% of the U.S. economy and affects U.S. GDP. Image: howmuch.net
Commercial Bank – Credit Cards Interest Rate In the United States, the average credit card interest rate is 17.39%, at highest level in decades. Is the U.S. consumer doing well? Image: Deutsche Bank Global Research
San Francisco Fed Leading Unemployment Rate Does the San Francisco Fed Leading Unemployment Rate signal a turning point in the U.S. labor market? Image: Merk Investments
Hotel CPI (Inflation) Interesting chart showing that hotel CPI appears to be disconnected. Is the U.S. consumer doing well? Image: Quill Intelligence, LLC