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Monthly Chart Pack

Monthly Chart Pack - September 2026

Thursday, 03 September 2026, written by Henk-Jan Pijper

Our Chart-pack brings together hundreds of macroeconomic and financial market indicators in one place, offering a comprehensive overview of global, regional and country-level developments. From economic activity and inflation to financial markets, valuations and structural trends, it provides an efficient way to monitor developments and compare key metrics across countries. The chart below is just one example.

US corporate profits as a share of GDP have risen to record levels, while the share of national income accruing to employees through wages and benefits has fallen to its lowest level since the 1950s. Although the decline in labour’s share is not new - the trend has been evident since the early 1980s - the combination of record corporate profitability, concentrated equity ownership, rising housing unaffordability and AI-driven changes in the labour market creates a very different environment today.

This is precisely where fundamental analysis meets strategic asset allocation. What could these structural shifts mean for policy, asset prices and long-term investment returns? For a deeper analysis of these developments and their implications for investors over the next decade, also read our latest Strategic Asset Allocation Special, “Clash of Main Street vs Wall Street.”



 

 

 

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