Post Tagged with: "finance charts"
Chart of the day: what is the high yield bond spread telling us?
I see this as a macro call. High yield is attractive if you think that the economy will rebound. if not, the extremely low high yield default rate will rise considerably, as will yields
Chart of the day: U.S. September Job Creation by Industry
A chart which breaks down the job losses and gains by industry
Chart of the day: Largest German trade partners
Since I did the numbers for the US, I thought I would do the numbers for Germany too. Below are the bilateral trade figures for Germany in 2010, first ranked by deficit with country and then by surplus with country. Germany has a deficit with 73 countries and a surplus with 147 countries. The largest deficit by far is with China at $23 billion, followed by Norway, Ireland and Japan. The largest surpluses are with France, the UK, the US and Austria
Chart of the day: Largest US trade partners
Below is the list of the largest trade partners of the United States as compiled by the US Census Bureau. The United States has a bilateral trade deficit with 12 of the 15. So I have ranked them according to trade deficit, with China in first place by a mile. Mexico is actually second, Japan and Germany, third and fourth respectively. The list also includes oil exporters like Saudi Arabia and Venezuela, but the lion’s share of the US trade deficit is in goods and services
Chart of the Day: S&P support way down at 900-950
The negative headlines are here and the tape bomb shows a failure to confirm the recent W-bottom, which has Andy Lees thinking about where the next stop is
Chart of the Day: Eurozone wage growth, pre-crisis
10% ‘internal devaluation’ in Germany took eight years. We are talking now about 20-30% wage and price cuts in Greece and Ireland. How realistic is that
Chart of the Day: The World’s Largest Employers
Great graphic from the Economist. Note that 7 of the 10 are government-run. Amazing WalMart employs almost as many as the People’s Liberation Army. Gives new meaning to the “Human Wave Theory.”
Chart of the Day: Guess what the best performing asset market is
Here is a chart of the relative performance of various asset classes over the past year. One asset class outperforms the others… by a wide margin
Chart of the Day: European bank funding starting to dry up
Today, it is euro banks that are the problem. For example, Goldman Analyst Alan Brazil suggests that euro banks need $1 trillion in additional capital. This has created distress in funding markets, particularly because of US money market funds concerned about exposure to European banks. And people are looking to track that distress Euro FRA/OIS is one way
Chart of the Day: Consumer Confidence
I don’t ascribe that much importance to confidence data as a leading indicator. Moreover, as we saw during the 2000s, low consumer savings can bolster GDP growth for quite a long time. Nevertheless, I agree with the underlying message here, namely that increasingly economic data indicate the US is dangerously close to a significant downturn. That this downturn happens in 2011 or even 2012 is no ‘guarantee’. Still, we are pretty close and I believe the removal of policy stimulus will push us over the edge
Chart of the Day: Youth Employment Ratio Lowest on Record
In July, the employment-population ratio for youth—the proportion of the 16- to 24-year-old civilian noninstitutional population that was employed—was 48.8 percent, a record low for the series
Chart of the day: German 10-year yields
Here’s a Bloomberg chart of the yield on 10-year German bonds since reunification. The overall trend is down, most precipitously since