I really like Yardeni Research for its in-depth economic analysis. You will find the link at the right margin. Here are two charts I find interesting.
The first one is the yield spread between high yield (aka junk) bonds and Treasurys. It is a very good indicator of risk appetite and it is currently back to near all time lows, ie risk appetite is very high.
The next chart goes a long way to explain the American middle class malaise. Manufacturing has been stagnant for 20 years - well-paid jobs on the assembly line are becoming ever scarcer as the population grows. In my opinion, that’s the source of Trumpism, MAGA and, conversely, the awesome rise of China.
Indeed, and Corporate Dems and Repubs refuse to accept or recognize any blame for it.
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