Macro Research · Eleven Indicators

The Spectacular Long View
of US Financial Markets

Thirteen macro indicators that reveal a century of monetary expansion, debt accumulation, and structural economic signals — each one a piece of the same story.

Data through 2026 · Sources: BLS, Federal Reserve FRED, US Treasury / OMB · LBMA · Robert Shiller
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Purchasing Power of the US Dollar

What $1.00 in 1913 buys today — a 98% loss, equivalent to +4,719% cumulative inflation over 113 years, or ~3.5% annualised. The first 58 years under Bretton Woods ran at ~2.5%/yr; the 55 years since Nixon closed the gold window in 1971 have averaged ~4.6%/yr. Since 2020 alone the annualised rate hit ~10%.

Purchasing power — relative to period start
$1.000
Year: 1913  ·  Lost: 0.0% since 1913
Nixon shock (1971)
$0.180
Post-Volcker (1983)
$0.100
Post-GFC (2010)
$0.085
Post-COVID (2025)
$0.020
Source: US Bureau of Labor Statistics CPI. Purchasing power = 1 / (CPI_year / CPI_1913). Hover to inspect values.
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Purchasing Power of the Euro

Since its 1999 launch the euro has lost 57% of its purchasing power — a cumulative inflation of +134%, or ~3.1% annualised. The first 22 years were relatively contained at ~1.7% per year. The last five have been brutal: a 23% loss since 2021 alone, equivalent to ~5.3% annualised, as post-COVID supply shocks and the energy crisis did in half a decade what the previous two decades had barely managed.

Purchasing power — relative to period start
€1.000
Year: 1999  ·  Lost: 0.0% since 1999
Pre-GFC (2008)
€0.815
Post-sovereign crisis (2015)
€0.745
Pre-COVID (2019)
€0.711
Post-energy shock (2025)
€0.579

USD vs EUR — side by side

Over comparable periods, the USD has lost more in absolute terms (96% since 1913) but the EUR has devalued faster on an annualised basis: 2.2%/yr vs 3.1%/yr for USD since 1971. The 2021–2023 inflationary episode hit both similarly hard — the EUR lost 16% of purchasing power in just 3 years, versus 14% for the USD over the same window.

Source: European Central Bank — Harmonised Index of Consumer Prices (HICP). Base year: 1999 = €1.00 (EUR inception). Data via Eurostat / ECB.
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USD / CHF Exchange Rate

The Swiss franc has been one of the strongest secular appreciators against the dollar over the floating-rate era — from 4.32 CHF per dollar at Bretton Woods' end to under 0.80 today, a cumulative USD loss of ~80% or ~2.9%/yr annualised. Key breaks: the 1985 Plaza Accord reversal, the 2011 SNB EUR floor and its 2015 abandonment (the largest single-day move on record for a major currency), and the sustained 2025 dollar slide.

Latest CHF / USD
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Showing CHF per USD — a falling line means the dollar is weakening against the franc. Vertical markers flag regime breaks: Nixon shock (1971), floating rates (1973), Plaza Accord (1985), Lehman (2008), SNB EUR floor set (2011) and abandoned (2015), COVID (2020), and the 2025 USD slide.
Source: Federal Reserve H.10 / FRED DEXSZUS · daily spot rate · 1971–2026
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Federal Debt as % of GDP

The US has now exceeded its WW2 debt peak — and unlike 1946, there is no obvious deleveraging path. Post-war growth, financial repression, and moderate inflation drove the prior decline. That playbook looks far harder to execute today.

Debt / GDP — 2026
125%
Exceeds WW2 peak (119% in 1946) — Q4 2025: 125.2% total / 122% held by public
Source: FRED / US Treasury / CEIC. Total public debt as % of GDP, through Q4 2025. Note: "held by public" series (excl. intragovernmental) = 122%; total gross debt = 125.2%.
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M2 Money Supply

The mechanical engine behind dollar devaluation. $6.3 trillion was created in roughly 24 months during COVID — more than was created in the entire prior century. Milton Friedman's "inflation is always and everywhere a monetary phenomenon" plays out literally here.

M2 money supply — 2026
$21T
Was $4.6T in 2000 — a 4.6× expansion in 24 years
2020–2022 expansion
+$6.3T in 2 yrs
Growth since 2008 GFC
+$13T
Avg growth 1960–2000
8% / yr
Source: Federal Reserve (FRED). M2 includes cash, checking/savings deposits, and money market funds.
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Yield Curve Inversions & Recessions — 6 of 7

The bond market's most reliable recession oracle — 6 of 7 distinct inversion episodes since 1976 preceded a recession. The notable exception: the 2022–2024 inversion, the deepest since 1981, has not (yet) triggered one — challenging the signal's historical record.

Predictive record since 1976
6 of 7
6 inversions preceded a recession. 2022–24 inversion: no recession yet.
Positive spread
Inverted (negative)
Recession
Source: Federal Reserve (FRED). Red bars = 10Y–2Y below zero. Grey shading = NBER recession dates.
Term structure
Yield Curve Shape — 1976 to 2026
3M
2Y
10Y
10Y − 2Y
Term structure shows the full yield curve from 3-month to 30-year maturities across 50 years of rate history.
Selected snapshot Apr 2026 reference
Source: Federal Reserve H.15 · monthly averages · linear interpolation between anchor observations · 1976–2026
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Real Interest Rates

Fed Funds Rate minus CPI inflation — the true cost of money. Negative real rates are a hidden tax on savers and a subsidy for debtors. They also tend to inflate asset prices. The 2020–2022 period produced the most deeply negative real rates since the 1970s.

Real Fed Funds Rate — 2026
+1.2%
Real rate +1.2% (Apr 2026) — positive for 3rd consecutive year. Financial repression has ended.
Positive real rate (savers rewarded)
Negative real rate (financial repression)
Worst repression (2022)
−6.5%
Volcker peak (1981)
+8.4%
Post-GFC avg (2009–21)
−0.5%
Source: Federal Reserve (FRED). Real rate = Effective Fed Funds Rate − CPI YoY. Annual averages.
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Margin Debt 9-Month % Change vs S&P 500

FINRA margin debt — money borrowed by investors to buy securities — has hit a record $1.25 trillion, growing 36% year-over-year. The S&P 500 overlay reveals the feedback loop: margin peaks tend to coincide with or slightly precede market peaks, and crashes are amplified by forced selling as margin calls cascade.

Margin debt 9-month change — Feb 2026
+36.1%
9-month change Feb 2026  ·  Above +1σ threshold (+28%)
Growth >+2σ (+48%)
Growth +1σ to +2σ
Decline −1σ to −2σ
Decline <−2σ (−32%)
S&P 500 (right axis)
Margin debt and S&P 500 from 1997–2026 showing correlated peaks and troughs at major market turning points.
Dot-com surge (2000)
+55.3%
GFC crash (2009)
−40.5%
COVID surge (2021)
+61.4%
2025 re-acceleration
+47.6%

The feedback loop

When prices fall, brokers issue margin calls → investors are forced to sell → prices fall further → more margin calls. This self-reinforcing spiral amplified the 2000, 2008, and 2022 crashes. With YoY growth running at +48% in 2025 — matching the velocity seen before the 2000 and 2021 peaks — the potential energy stored in this mechanism is at historically dangerous levels.

Source: FINRA Rule 4521 margin statistics / NYSE (pre-2010). S&P 500: Standard & Poor's / Multpl. Annual data 1997–2026. Margin debt = debit balances in customers' securities margin accounts.
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Consumer Sentiment vs S&P 500

University of Michigan Consumer Sentiment Index plotted against the S&P 500, both normalised to Z-scores (standard deviations from their 48-year means). The shared axis makes divergences directly legible. Since ~68% of US GDP is consumer-driven, persistent gaps between market valuations and consumer confidence tend to resolve by the market falling toward sentiment rather than the reverse. The current spread of +5.0σ is the widest on record.

S&P 500 Z  
Sentiment Z  
Spread  
Z-score = (value − 48yr mean) / std dev  ·  CS mean 83.2 σ14.1  ·  S&P mean 1433 σ1446  ·  Sources: UMich UMCSENT via FRED · S&P 500 monthly closes · NBER recession shading
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Equity Risk Premium (ERP)

The earnings yield of the S&P 500 (1 ÷ trailing P/E) minus the 10-year Treasury yield. Measures what extra return stocks offer over risk-free bonds. The ERP has turned negative in 2023–2026 — the first sustained negative reading since the dot-com bubble. This means Treasuries are currently yielding more than the S&P 500's earnings yield, a rare condition that historically signals expensive equities.

Equity risk premium — Apr 2026
−1.2%
Earnings yield 3.2% minus 10Y Treasury 4.4%  ·  Bonds beat stocks on yield
Positive ERP (stocks attractive)
Negative ERP (bonds beat stocks)
ERP was strongly positive from 2008-2021 (financial repression era), then collapsed as rates rose. Currently -1.2%.
Post-GFC peak (2012)
+5.8%
Dot-com low (1999)
−1.9%
Post-GFC avg (2009–21)
+4.5%
Current (Apr 2026)
−1.2%

The ERP and the free money era

From 2009 to 2021, near-zero rates made the ERP deeply positive — stocks were the only game in town. That was financial repression working as intended. Now, with the 10-year at 4.4%, investors can earn real returns from bonds for the first time in 15 years. The negative ERP is not predicting a crash — but it removes one of the pillars that justified high equity valuations throughout the 2010s.

Source: S&P 500 trailing P/E (earnings yield = 1/PE) minus 10-year US Treasury constant maturity yield (FRED DGS10). Annual averages 1980–2026. ERP = earnings yield − risk-free rate.
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Shiller CAPE Ratio

The cyclically adjusted P/E — stock prices divided by 10-year average inflation-adjusted earnings — is arguably the gold standard of long-run valuation. At 38.2, it sits at the 2nd highest level in 154 years, exceeded only by the December 1999 dot-com peak of 44.2. Historical evidence: CAPE above 30 has preceded every major bear market. The long-run median is 16.

Shiller CAPE — April 2026
38.2
Long-run median: 16.0  ·  2nd highest in 154 years
CAPE ratio
Long-run median (16)
Danger zone (>30)
CAPE peaked at 44.2 in 1999, troughed at 8.9 in 1975, and currently stands at 38.2.
Dot-com peak (2000)
44.2
GFC trough (2009)
13.3
Long-run median
16.0
Current (Apr 2026)
38.2

The caveat

CAPE has been "elevated" since the mid-1990s. Structural changes — intangible capital, tech dominance, globalised profits — may justify a higher baseline. The signal matters most at the rate of change: CAPE at 38 after 3 years of rapid expansion is different from CAPE at 38 after 10 years of stability.

Source: Robert Shiller / Yale (Irrational Exuberance data). Annual Jan 1 values. CAPE = current S&P price ÷ 10-year avg CPI-adjusted earnings. Long-run median 16.0 from 1871–2026.
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Buffett Indicator — Market Cap / GDP

Total US stock market capitalisation (Wilshire 5000) divided by GDP. Warren Buffett called it "probably the best single measure of where valuations stand at any given moment." At 217%, it is near its all-time high. The structural uptrend since 1995 means the raw ratio should be compared to its trendline rather than its historical mean — on a de-trended basis, the market is approximately 2.0–2.4 standard deviations above trend.

Buffett Indicator — April 2026
217%
Historical mean: 123%  ·  2.0–2.4σ above trendline
Market cap / GDP (%)
Historical mean (123%)
Overvalued zone (>150%)
Buffett indicator rose from 73% in 1971 to 217% in April 2026, with a major surge post-2010.
Dot-com peak (1999)
157%
GFC trough (2009)
75%
Pre-COVID (2019)
143%
Current (Apr 2026)
217%

The structural uptrend caveat

The ratio has trended upward since 1995, possibly because US multinationals earn profits globally that aren't captured by domestic GDP, and because technology companies carry high market values relative to their asset base. De-trended, the current reading is still approximately 2.0–2.4 standard deviations above the regression trendline — firmly in overvalued territory.

Source: Wilshire 5000 Full Cap Price Index / US GDP (BEA). Annual data 1971–2026. Current reading per currentmarketvaluation.com / GuruFocus as of Apr 2026.
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Gold vs 10-Year Real Yield — 55 Years

Extended back to 1971 using a proxy real yield (10Y nominal Treasury minus trailing CPI) for 1971–2003, switching to actual TIPS market yields from 2004 onward. The proxy era is shown dashed; the TIPS era solid. Three defining episodes now visible: the 1974–1980 stagflation surge, the Volcker shock collapse, and the 2022–2026 breakdown of the inverse relationship.

Gold (2025 avg / spot Apr 2026) vs real yield
$4,762 / oz
Real yield: +2.0% — historically this level would suppress gold. It hasn't.
Gold price $/oz (left axis)
TIPS real yield inverted (solid)
Proxy 10Y−CPI (dashed)
55-year chart showing gold and real yields with proxy data 1971-2003 and TIPS data 2004-2026.
1974–80 stagflation peak
$615 (real −2%)
Volcker shock trough
$317 (real +7%)
COVID repression peak
$2,075 (real −1%)
Current breakdown
$4,762 (real +2%)

The 2022–2026 anomaly

The classical model says gold at $4,762/oz with real yields at +2.0% makes no sense — you are being paid 2.0% above inflation to hold Treasuries instead. Yet gold has more than doubled since 2022 and is at all-time highs. The explanation: central bank buying has hit record levels (1,000+ tonnes/yr for three consecutive years), driven by de-dollarisation from China, Russia, India and Turkey. The relationship hasn't broken — a new structural buyer has entered who doesn't care about opportunity cost.

Sources: LBMA gold price annual avg. 10Y Treasury: Federal Reserve H.15. CPI: BLS. Real yield 1971–2003 = proxy (10Y nominal − trailing CPI). Real yield 2004–2026 = TIPS market yield (FRED DFII10). Proxy series shown dashed; TIPS shown solid. Correlation ≈ −0.82 per Erb & Harvey.