Global Composite PMI Leads Global GDP

Global Composite PMI Leads Global GDP Growth Chart suggesting that the global composite PMI leads global GDP growth by 2 months. Image: Oxford Economics

Cyclical/Defensive Equities Ratio and 10-Year Treasury Yield

Cyclical/Defensive Equities Ratio and 10-Year Treasury Yield The chart shows the correlation between the cyclical/defensive equities ratio and the 10-year treasury yield, signaling an economic slowdown. Image: Morgan Stanley Research

U.S. Real GDP Growth Leads Core Inflation

U.S. Real GDP Growth Leads Core Inflation This great chart suggests that U.S. real GDP growth leads core inflation by 18 months. Image: Oxford Economics, Macrobond

World GDP and Real Commodity Price Returns

World GDP and Real Commodity Price Returns Interesting chart showing the correlation between world GDP and real commodity price returns. Image: Oxford Economics, Macrobond

Conference Board CEO Confidence

Conference Board CEO Confidence Chart showing that CEOs in the U.S. remain pessimistic about current economic conditions. Image: Morgan Stanley Research

U.S. Nominal GDP vs. S&P 500 Volatility

U.S. Nominal GDP vs. S&P 500 Volatility This chart shows that the S&P 500 volatility remains high in a context of slower macroeconomic cycles. Image: Goldman Sachs Global Investment Research

U.S. Productivity Growth and Hourly Compensation

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

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