Private Investment

• Statistik
• Economics

• Welthandel (2015 bis 2050!)
• US-GDP versus US-Stock Market
• US-Industrial Production Nov. 2015 (vs. S&P 500)
• US-Industrial Production Dec. 2015
• Global Exports & Imports (2010-2016e)
• Inflation oder Deflation (Jan. 2016)
• China/Yuan (CNY), Feb. 2016 (FX-Reserves)
• Austrian Economics (Definition)
• Economics-update US
• Bremain vs. Brexit Polls (22nd June 2016)
• Bank Austria Konjunkturindikator (Dez. '16)
• UK base rate since 1694
• Baltic Dry Index (Snapshot July 2016)
• Caixin China General Manufacturing PMI
• US-Recessions since 1929 & Stock-Returns
• Retail Sales In the Euro Area (2011 - 07/2016)
• Investitionsfalle 2016 (?)
• Zinsen & Inflationsrate USA (1800 - 2015)
• GDP - projections up to 2060 (Status: 2016)
• US-Unemployment & S&P 500 (inverted correl.)
• US-Corporate Profits (- Q3/2016)
• U.S. Economy Briefing (Indicators, Yardeni R.)
• Consumer sentiment (highest level in 12 years)
• PMIs Global (Jan. 2017)
• China (2015 - 2025) & U.S.A. - Trade Relationship
• Welt-Index (>50%), Zeitraum: 07/2011-12/2016
• Future, who knows? (2016 - 2050!)
• Phases of the economy / Sector Allocation
• EMI, der globale Einkaufsmanagerindex (> 50)
• PMI & GDP Eurozone (Q1-2017, April 2017)
• LEI (U.S)
• Eurozone 1970 - Q1/2017
• The global middle class (2016 - 2028)
• The Chicago Fed National Activity Index (CFNAI)
• GDP-Growth (Productivity Growth "inside")
• Chicago PMI & ISM-Index
• GDP Growth & Stock Market Returns
• Euro Area Economic Sentiment Indicator (ESI)
• Baltic Dry Index (BDI), Okt. 2017
• PMI - Eurozone (2013 bis Q3-2017)
• China & Co. (Household consumption)
• India (GDP 2000 - 2016)
• US 10year-Treasury yield
• Quantity Theory of Money
• der "Weltzins"
• Asien (60% der Weltbevölkerung)
• Benchmark 10-year U.S. yield
• China Konjunkturerwartungen verbessert
• Adjusted loans to euro area households (euro area)
• Niedrige deutsche Investitionsquote (Status 2017)
• Maschinenbau (Auftragseingänge DE)
• GDP = C + I + G + (X-M)
• 5/5-Year Forward Inflation Expectation vs. Oil-Price
• Ausrüstungsinvestitionen U.S.A. ("CAPEX")
• FED Balance Sheet Reduction (since Q4-2017)
• The US 2-year/10-year spread
• Megatrend Urbanisierung (bis ins Jahr 2050)
• Empire State Mfg. Index and US-Ind. Prod.
• The U.S. Small Business Optimism Index (July 2018)
• US-Industrial Production (Aug. 2018)
• Houston, haben wir ein Problem?
• World Trade Outlook Indicator (WTOI)
• DHL Global Trade Barometer
• Using the yield spread to forecast...
• World Trade Outlook Indicator (WTOI)
• World Trade Outlook Indicator (WTOI), May 2019
• Blood on the streets -economy-wise- (Germany, Europe)?
• Recession Indicator (10 years, 2 years)
• Zweite Zinssenkung am 18. Sep. 2019 (?)
• MMT (Modern Monetary Theory)
• Schuldenquoten Japan versus "Rest" (Juli 2020)
• Realzins: Der wirkliche Zinsertrag nach Inflation

ISM versus US-GDP (1995 - 06/2016)

link to the great Video of Raoul Pal: www.youtube.com/watch?v=SDoIbFuKgfU