We love charts….so we reached out to some of the world’s most influential analysts, economists, hedge-funders and traders and asked them a simple question: “What charts are you always keeping your eye on?” [Here they are!] Words: 440
So says Simone Foxman (www.businessinsider.com) in edited excerpts from her original article*.
Lorimer Wilson, editor of www.munKNEE.com (Your Key to Making Money!), has edited the article below for length and clarity – see Editor’s Note at the bottom of the page. This paragraph must be included in any article re-posting to avoid copyright infringement.
Foxman goes on to say, in part:
Their responses were surprisingly varied, from slides that delved into S&P earnings, to another that broke down US demographics, and another that found new and improved ways to look at European borrowing, and much much more. [Below are hyperlinks to 36 of the charts or you can go here to see all 50 of the charts (some analysts supplied several charts) in slide format.]
- Lakshman Achuthan, GDP & Employment Growth During U.S. Expansion
- Scott Barber, Global Metals and Mining Stocks
- Harley Bassman, CMM vs. 10CMS
- Rich Bernstein, S&P 500: EPS Surprises
- David Bianco, Share of S&P 500 Profits by Regions of the World
- Michael Block, Russell 1000 Value vs. Russell 1000 Growth
- Jack Bogle, S&P 500 Price-to-Book Ratio from 1977
- Josh Brown, DJIA vs. Inflation
- Matt Busigin, Ratio of Wages to Corporate Profits
- Dutch Book, Initial Jobless Claims vs. S&P 500
- Steven Englander, Citi’s Risky-Currency Risk Reversal Index vs. S&P 500
- Kevin Ferry, ISM Manufacturing: PMI Composite Index 1948-2012
- Martin Fridson, High Yield Spread vs. Treasuries
- George Goncalves, China Balance of Payments & Purchase of U.S. Treasuries
- Megan Greene, Spanish Financial Account Balance
- Dan Greenhaus, Global Purchasing Managers’ Indices
- Dylan Grice, U.S. Federal Debt on a Cash vs. Accruals Basis
- Jeffrey Gundlach, Shanghai Stock Exchange Composite Index ($SSEC)
- Jan Hatzius, U.S. Economic Data Surprises
- John Hussman, Projected S&P 500 vs. Real S&P 500 Returns
- Doug Kass, S&P 500 Trailing P/E 1961-1979 vs. 2001 to Current
- Tom Keene, 5Yr Moving Average of U.S. Real GDP
- Jordan Kotick, The Market Cycle
- Paul Krugman, Spanish 10-Year Yields
- Eric Lascelles, Gallup’s Daily Poll of Economic Confidence
- Joe LaVorgna, Federal Deposits of Withheld Income & Employment Taxes
- Bill McBride, % Job Losses in Post WW2 Recessions
- Michael McDonough, European Purchasing Managers Indices
- Jim O’Neill, 4 Week Moving Average of U.S. Initial Jobless Claims
- Tom Porcelli, Historical Relationships Between Mortgage Rates & Applications
- David Rosenberg, Real GDP vs. Real Potential GDP
- David Schawel, Coincident-to-Lagging Ratio
- Gary Shilling, Comparative Stock & Bond Performances
- John Stoltzfus, Performance of Broad Market & Sector Indices YTD
- Peter Tchir, Share Price of JP Morgan ($JPM)
- Jason Trennert, % of S&P 500 Stocks with Dividend Yields Exceeding US Treasury Yield
- Byron Wien, Global Distribution of Patent Applications
- Ellen Zentner, Job Growth vs. Volatility
BI would also like to send a major thanks to Bloomberg for letting us use screenshots from the Bloomberg Terminal, which many economists sent to us directly.
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Editor’s Note: The above article may have been edited ([ ]), abridged (…), and reformatted (including the title, some sub-titles and bold/italics emphases) for the sake of clarity and brevity to ensure a fast and easy read. The article’s views and conclusions are unaltered and no personal comments have been included to maintain the integrity of the original article.
The second half of the year has begun, and…one of the best leading indicators that can shed light on the health of the economy is the purchasing managers index (PMI). The latest local readings of the manufacturing PMI for countries around the world collectively…give investors a critical insight into the pace of economic growth by month [and they can be found below.] Words: 550
“The most important issue in this year’s election is the economy. Unfortunately, this topic has now been “politicized,” which means that you can’t talk about it without being instantly cheered or jeered by fans of each respective political team…[the truth of the matter, however, is that] the economy is much more important than this year’s election or either political team….The first step is getting past the political blame-game and understanding what’s wrong…. Let’s go to the charts.”
The U.S. economic recovery has been weak and the looming fiscal cliff threatens to act as a further drag on the economy. Europe is imploding with the chances of a ‘Grexit’ increasing, and Spain’s economy deteriorating and risking contagion. David Rosenberg looks at the state of the U.S. and global economy via 51 depressing charts.