investment data

[investment data @value_charts]

The Michigan Consumer Sentiment Index for current conditions has recently set a new all-time low, based on data that looks back 75 years.

(@AugurInfinity)

[investment data @value_charts]

Net-nets as a percent of the French market are now nearly as abundant as they were during the depths of the GFC nearly twenty years ago.

(@DismAssetBkd)

[investment data @value_charts]

As average diesel prices at US pumps have increased in recent months, so have the odds of the Democratic Party winning the Senate shortened.

(@Ole_S_Hansen)

[investment data @value_charts]

US Henry Hub prices for natural gas per million British thermal units are still at reasonable levels, while the same can't really be said for Europe.

(@business)

[investment data @value_charts]

Emerging markets are cheap in absolute and relative terms, especially when factoring in earnings growth expectations, and look quite low-risk.

(@JPMorganAM)

[investment data @value_charts]

France is the only G7 nation with debt-to-GDP levels above where they were prior to the COVID pandemic, highlighting its current fiscal troubles.

(@apolloglobal)

[investment data @value_charts]

When looked at through a historical lens, US equities are not out-of-this-world expensive but they're also extremely far from being at bargain levels.

(@MikeZaccardi)

[investment data @value_charts]

On a forward price-to-earnings basis the Indonesian stock market has not looked this cheap in 20 years, including at the very depths of the GFC.

(@AugurInfinity)

[investment data @value_charts]

On a PE10 basis across major regions, Latin American equities look very cheap compared to the US, developed markets, and emerging markets.

(@topdowncharts)

[investment data @value_charts]

As South Korea continues to push ahead with investor-friendly reform policies across its equity markets, the opportunity set seems quite decent.

(@verdadcap)

[investment data @value_charts]

The US Pending Home Sales Index hit an all-time low of 66 in September, indicating that near-term contract signing numbers are likely to be poor.

(@DLineCap)

[investment data @value_charts]

Return On Invested Capital for the "Hyperscaler" firms has been trending downward since the COVID era, and it looks like the trend is continuing.

(@apolloglobal)

[investment data @value_charts]

In Europe, Germany has a substantial buffer of diesel available in case of shortages or price spikes - whereas the UK is in a far riskier position.

(@EdConwaySky)

[investment data @value_charts]

Artificial intelligence has rapidly become cheaper to consume at a pace not often seen, when compared to various prior technological revolutions.

(@DeutscheBank)

[investment data @value_charts]

The US federal government budget deficit is above 6% of GDP, which is a pretty extreme level outside of recessionary or post-recessionary times.

(@nytimes)

[investment data @value_charts]

Relative to after-tax corporate profits and corporate output, US equities have not traded at such overvalued levels in at least 75 years or so.

(@EPBResearch)

[investment data @value_charts]

Throughout Europe, artificial intelligence adoption is happening most rapidly across firms in Scandinavia and the Benelux regions currently.

(@apolloglobal)

[investment data @value_charts]

Emerging market equities have in recent years started to outperform US equities, though time will tell if the regime shift is durably sustainable.

(@MikeZaccardi)

[investment data @value_charts]

University of Michigan survey data shows buying conditions for vehicles, homes, and large durable household items, at their worst in 50 years.

(@LizAnnSonders)

[investment data @value_charts]

On a price-to-earnings basis, the energy and financial sectors are arguably the only ones that look fairly-priced through an absolute or historic lens.

(@MikeZaccardi)