2019 Market Performance Compared to 2018
2019 Market Performance Compared to 2018 Large growth, S&P 500, small growth, small caps and REITs perform best in 2019. Image: Fidelity Investments
2019 Market Performance Compared to 2018 Large growth, S&P 500, small growth, small caps and REITs perform best in 2019. Image: Fidelity Investments
Months Since Last U.S. Recession and Business Cycles The U.S. economy has experienced record growth for 127 consecutive months. This is the longest period on record. Image: Danske Bank Research, Mikael Olai Milhøj
Global PMIs Global PMIs and earnings growth across regions could suggest a strong risk-on year. Image: Fidelity Investments
Inequality – Monthly Income After Tax Minus Average Monthly Expenditures Greatest economy ever? Despite increasing wage growth and a low unemployment rate, half of the U.S. population spends more than their income. Image: Deutsche Bank Global Research
Historical Returns of Stocks and Bonds by Decade The next decade could see anemic returns, due to low growth, low yields and low inflation expectations. Image: Morningstar
Major Central Bank Balance Sheets and Emerging Market Equities Chart suggesting that the growth in G3 central bank balance sheets is positive for emerging market equities. Image: Oxford Economics
Money Supply and Inflation Aging is inflationary when caused by a decline in birth rate, and deflationary when caused by an increase in longevity. If the money supply grows faster than real output, then it causes inflation. And if there is a structural bottom for commodities and inflation, value could outperform growth. Image: Fidelity Investments
Momentum to Value Rotation The rotation into value suggests a rebound in global economic growth, not a recession. Image: BofA Merrill Lynch US Equity & US Quant Strategy
Morgan Stanley Forecasts a Subdued Decade for Market Returns Morgan Stanley forecasts anemic returns over the next 10 years, due to low yields, low growth and low inflation expectations. Image: Financial Times
Global GDP and the Three Soft Patches Since 2008 The strength of American consumers still remains the key drivers of global economic growth. Image: Richardson Wealth
Starting Valuation Predicts Future Returns Based on the Shiller CAPE ratio, the chart suggests a 10-year compound annual growth rate of only 2% to 4% for the U.S. stock market. Image: Fidelity Investments