Skip to main content
Subject:

Monthly Chart Pack

Monthly Chart Pack - May 2026

Tuesday, 05 May 2026, written by Henk-Jan Pijper

Dive into our chart-pack, your one-stop hub for the sharpest macroeconomic visuals. Effortlessly navigate a treasure trove of economic and financial market indicators, from global trends to regional and country-level insights. Compare key metrics across nations with ease.

For example, look at the chart with the S&P 500 12-month forward earnings-per-share (EPS) since 1900. The EPS has moved significantly above its long-term exponential growth trendline, with the current deviation exceeding way more than 100%, a historically elevated level. While earnings expectations have been revised sharply higher in recent quarters, this strength appears increasingly concentrated. A disproportionate share of the upward revisions is driven by a small group of AI-linked companies, notably Nvidia and Micron Technology. Because enthusiasm for AI is currently very high, the risk of disappointment is correspondingly elevated. This raises questions about the breadth and resilience of the earnings cycle across the broader index. In the past, extreme deviations from the long-term trend have often led to periods of significant underperformance, or mean reversion.

For a more comprehensive fundamental assessment whether current profit expectations can be sustained, please refer to our latest Tactical Asset Allocation report.
 

 


 

 



 



 

 

This report is published: Monthly

Get access to this report

Request Report

About this report

Our chart-pack contains the most relevant macroeconomic graphs in one place, clearly structured and organized for a wide range of economic and financial market indicators and analytical content. Additionally, we provide regional and country level data as well as international comparisons to allow you to contrast financial and macro indicators across countries.

The main benefit, we hear from our users, is that this is a huge time saver for them – although they can access much of the data from sources they have access to, it always takes time to put it together. For our users who do not have access to data sources such as 'Datastream' or 'Bloomberg' it is also a cost saving alternative to those systems. 

Our 'Chart-Pack' is also available to you as a 'White-label solution'. Use the charts in your periodic newsletter. Or, it can be used for your internal (investment committee) meetings and/or to discuss markets with clients. It will then not only delivered to you in PDF format but also in Word so that you edit and use for your letters, meetings or presentations. It is also possible to include additional charts.
 

This is our promise to you

  • Time saving

    Every week, our team invests 200+ hours reviewing over 100 of the world’s top research sources. We distill this into concise analyses you can absorb in just 20 minutes—so you stay ahead without the noise.

  • Clear Views

    Crystal-clear, thought-provoking - without the jargon. We analyse the most relevant arguments for the financial markets, weigh them & discuss most likely scenarios. The result: a clear, mid-term view of the consequences for the major financial markets.

  • Independent

    ECR is privately owned and strictly independent. We have no investment or trading activities. Our sole aim is to deliver clear and outspoken views, enabling you to make decisions with the best information available