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Yield Curves Are Lower But Steeper Than at the Beginning of 2020

Sovereign yield curves and yield curve slopes

Justin Thomson, Chief Investment Officer, International Equities
T. Rowe Price, Global Market Outlook, December 2020

Manufacturing offsets some damage from services

German truck mileage vs. German diner reservations

Holger Schmieding, Chief Economist
Berenberg Capital Markets, Economics, Global outlook 2021: strong rebound ahead, 8 January 2021

Markets and Freedom

Stock Market Performance as a Function of the Freedom Index by Country

Charles Gave
Gavekal-IS, Publication Nr 84, Risk Measurement, December 17, 2020

Europe May Be Lower for Even Longer

"A look at interest rate futures currently suggests Europe may not see positive rates until the end of the decade"

Chart of the Moment
Brandywine Global, Around the Curve, 21 December 2020

Pyramid Distribution of US Equity Returns

S&P 500: 1825 - 2020

InvestmentOffice, January 2021

Homeworking

Proportion of all those with jobs who worked exclusively from home

Andrew Brigden, A peek through my rose-tinted spectacles
Fathom Consulting, 4 December 2020

M1 Money Stock Spike

A decade of M1 vs. M2

FRED, Board of Governors of the Federal Reserve (US)
Federal Reserve Bank of St. Louis, Economic Research, December 6, 2020

U.S. Household Liabilities

As a Percentage of Disposable Personal Income

Tim Quinlan, Senior Economist; Shannon Seery, Economist
Wells Fargo Securities, Economics Group, Special Commentary, October 14, 2020

Price of a single ticket to Disney World

Actual ticket price vs. 1971 ticket price adjusted for inflation

Giles Parkinson, Portfolio Manager
Aviva Investors, Pricing power is the magic ingredient for equity investors, 27 November 2020

Active Fiscal Stimulus

Projected Active Fiscal Stimulus (2020, % of GDP) vs. General Government Debt (2019, % of GDP)

Nathan Sheets, PhD, Chief Economist, Head of Global Macroeconomic Research; George Jiranek, Associate, Global Macroeconomic Research
PGIM Fixed Income, Perspectives, Is Higher Global Inflation Around the Corner? September 2020

Performance of a 60:40 Portfolio in the UK in the 1970s

Chart Excerpt

Henry Maxey, Chief Investment Officer
Ruffer, Dismantling the deflation machine, The Ruffer Review 2020

Italy vs. Sweden Real GDP before and after the Euro

Italy joins the Euro in 2000, while Sweden stays out.

Charles Gave
Institut des Libertés, 21 September 2020

Total Pages Published in the Code of Federal Regulations

(1950-2019)

Federal Register Statistics
Regulatory Studies Center, The George Washington University, July 2020

A Perspective on Drawdowns

S&P 500 Percent Off High Since March 9, 2009

Jill Mislinski, “S&P 500 Snapshot: Down 0.47% YTD”
Advisor Perspectives, July 24, 2020

Stocks and the Matthew effect

“The rich get richer and the poor get poorer.” This famous adage has its roots in a biblical verse in the Gospel according to Matthew 25:29: “For to everyone who has will more be given, and he will have abundance; but from him who has not, even what he has will be taken away .”

Steef Bergakker, Senior Portfolio Manager
Robeco, Insights, Graph of the Week, 03 July 2020
Articles: 1-15 / 103
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