Real Wealth Concepts

7 Investing and Economic Charts to Read Before Tuesday

Subscribe now to receive the following:

  1. Weekly: Key soundbites and insights from Wall Street strategists and economists.
  2. Weekly: The most important charts and punchy analyses.
  3. Occasional deep dives into the market, economy and personal finance. ETFs, asset classes and more.
  4. Coming soon for Advisor-to-Client use: Investing concept of the week.

1. Workers of the world unite!

Google search trends for the word “strike” have recently spiked, as individuals seek to re-gain purchasing power. Does this suggest more civil strife to come?

chart, text

2. Invest

A simple (simplistic?) comparison between buying Starbucks and investing in Starbucks. Your mileage may vary (aka not many investments have provided an 19% average return) but the point remains. Simple, consistent investment action is the key to building wealth over the long-term.

No alt text provided for this image
Source: Compounding Quality

3. Will US Treasuries decline 3 years in a row?

It has never happened before.

No alt text provided for this image

4. Asset class returns as at August 31, 2023

Source: Bespoke Investment Group

5. Interest on US government debt has doubled

Of course, much of that interest is paid to the Federal Reserve, which owns a considerable amount of US Treasuries. Another portion is paid to US citizens and entities.

No alt text provided for this image
Source: Torsten Slok Apollo Global Management, Inc.

6. Canadian GDP prints negative for Q2 2023

The consumer is tapped out, as residential investment and consumption drag down GDP.

Source: Statistics Canada. Government includes both government consumption and government investment. Non-residential investment aggregates structures, machinery and equipment, intellectual property and non-profits' investment.

7. While the US economy keeps chugging along, the yield curve is the most inverted in 40 years

No alt text provided for this image

8. While the US consumer keeps spending, debt delinquencies rise from historical lows

Still, nowhere near levels experienced during the 2008 recession.

chart, line chart