Search Results for: economic

Recessions Length in Quarters Historically, recessions tend to be two or three quarters. Image: Oxford Economics

ISM Non-Manufacturing Index, ISM Manufacturing Index and U.S. GDP U.S. ISM indices suggest a slowdown in the US growth rate, but not an imminent recession. Image source: ING Economics

Advanced Economy Recessions During Global Stress Periods Interesting chart showing the number of advanced economies in recession during global stress periods. Image: Oxford Economics

Demographics – U.S. Money Velocity and Population Growth The population of 20-54s will start to increase and could therefore lead to higher money velocity. Image: Longview Economics

U.S. Corporate Debt Maturity Wall This chart shows the massive wave of maturities faced by investment-grade and speculative-grade U.S. companies in coming years. Image: Oxford Economics

Demographics – U.S. Inflation (CPI) vs. U.S. Population Aged 20-54 The population of 20-54s will start to increase and could therefore lead to a return to inflation. Image: Longview Economics

U.S. Energy Balance Leads Oil-Dollar Correlation Interesting chart suggesting that the U.S. real energy balance leads the oil-dollar correlation by three years. Image: Oxford Economics, Macrobond

U.S.: Market Odds of A Fourth Rate Cut The Fed may be inclined to press the pause button in the “mid-cycle” policy easing. Image: Oxford Economics

Emerging Markets Credit Growth Chart showing that credit growth in most emerging markets is still growing at a sustained pace. Image: Oxford Economics

Advanced Economies – Global GDP Forecast for 2020 Oxford Economics thinks that IMF’s new global GDP growth forecasts for 2020 are too optimistic. Image: Oxford Economics