Search Results for: growth

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

What Is the Yield Curve Saying Now? The current flat yield curve suggests low growth and inflation. Image: Swedbank Research

MSCI ACWI and Global Composite PMI Chart suggesting that global equities expect a pickup in global growth, as policy stimulus takes effect. Image: Morgan Stanley Research

Consumer Spending Contribution to U.S. GDP Consumer spending, which accounts for about 70% of the U.S. economy, is driving GDP growth solo. Image: Oxford Economics

U.S. Labor Productivity and Real Interest Rates Chart suggesting that low real interest rates have a major impact on U.S. labor productivity growth Image: Gavekal, Macrobond

World Real Exports and Composite Trade Indicator Chart suggesting a recovery in world exports growth Image: Pictet Asset Management

U.S. Cyclicals vs. Defensives It’s all about sector rotation: the cyclicals vs. defensives trade is now pricing a growth acceleration. Image: Goldman Sachs Global Investment Research

Global Debt by Sector and Recession Risk With global growth slowing, this chart suggests that the biggest recession risk is corporate deleveraging. Image: BofA Merrill Lynch Global Investment Strategy

Risky Assets Performance and Global Manufacturing PMI Interesting chart suggesting that risky assets are currently following the typical path when global growth is bottoming. Image: J.P. Morgan Asset Management

Outlook for Portfolio Returns Over the Next 10 Years Chart suggesting anemic returns over the next 10 years, due to low yields, low growth and low inflation expectations. Image: Morgan Stanley Research