Investors Preference for U.S. Bond Funds

Investors Preference for U.S. Bond Funds Investors rush back into U.S. Treasury ETFs as trade and growth fears rise. Image: Arbor Research & Trading LLC

Gold vs. Short-term Treasury Yield

Gold vs. Short-term Treasury Yield This chart shows the correlation between gold and 2-year treasury yield (inverse). Gold rises on slowing global growth and short-term treasury yield inverse. Image: Jeroen Blokland

Brent Price vs. 10-Year Treasury Bond Yield vs. S&P 500

Brent Price vs. 10-Year Treasury Bond Yield vs. S&P 500 This chart shows that oil prices are a good indicator of global economic growth and investors are concerned about a global economic slowdown. Image: Pictet Wealth Management

Societe Generale’s Chart of Swan Risks

Societe Generale’s Chart of Swan Risks This chart shows the downside and upside risks to the growth outlook. Biggest risks (black swan): protectionism/trade wars (25%), and European policy uncertainty (20%) Image: Societe Generale Cross Asset Research

Is The U.S. Economy Slowing Down?

Is The U.S. Economy Slowing Down? The chart below shows that the U.S. economy is slowing down. The U.S.-China trade war and slower global growth are not helping. But as long as there is no recession, slowing down is fine.

Is the U.S. Expansion Waning?

Is the U.S. Expansion Waning? Despite strong US GDP growth in April 2019, this chart shows that U.S. growth is not bouncing back in this late business cycle. Image: Goldman Sachs Investment Research

Stages of the Business Cycle as of April 30, 2019

Stages of the Business Cycle as of April 30, 2019 Although global growth remains positive, this chart suggests that most major economies are entering the late business cycle phase. Image: Fidelity Investments

Should Investors Be Concerned About Rising Oil Prices?

Should Investors Be Concerned About Rising Oil Prices? Because the U.S. becomes entirely self-sufficient, it helps to contain oil prices in the long-term. Cheap oil is good for global economic growth, business and consumers. Image: J.P. Morgan Asset Management