4 Charts That Will Shape The Presidential Election

265 days left until America heads to the polls. On this note, Hedgeye Senior Macro analyst Darius Dale recently laid out the "most important charts that have and will continue to shape the election." You can follow Darius on Twitter via @HedgeyeDDale

Here's the brief rundown:

1. Check out the decline in average employee compensation, even while the Fed massively expanded its balance sheet.

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4 Charts That Will Shape The Presidential Election - fed balance sheet

2. U.S. Household Wealth as a % of Disposable Personal Income vs Shadow Federal Funds Rate

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4 Charts That Will Shape The Presidential Election - household wealth

3. Here's the breakdown in U.S. household wealth by percentile.

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4 Charts That Will Shape The Presidential Election - wealth distrib

4. And the breakdown of ownership of financial assets by household wealth distribution.

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4 Charts That Will Shape The Presidential Election - wealth distrib fin assets 

In essence, a large contributor to the sustained Trump/Sanders appeal appears to be (despite the Fed's best efforts) that many Americans aren't participating in the central bank's easy-money economic "recovery."