% of S&P 500 Stocks with Dividend Yields Greater than the 10-Year U.S. Treasury Yield 78% of S&P 500 stocks have a dividend yield greater than the 10-year U.S. Treasury yield. Image: Strategas Research Partners
S&P 500 Earnings Yield Less 10-Year U.S. Treasury Yield Goldman Sachs expects the yield gap will narrow to 395 bp by the end of the year. Image: Goldman Sachs Global Investment Research
G10 10-Year Yield Forecasts and Deviation from Forwards Goldman Sachs has lowered its G10 10-year yield forecasts, due to the coronavirus outbreak. Image: Goldman Sachs Global Investment Research
S&P 500 Dividend Yield and 10-Year Treasury Yield The S&P 500’s dividend yield is now much higher than the 10-year Treasury yield. Image: The Daily Shot – The Wall Street Journal
Valuation – U.S. 10-Year Treasury Yield vs. Fair Value Chart suggesting that U.S. 10-year Treasuries are extremely overvalued. Image: BCA Research
Fed Funds Rate Less Core PCE and Real U.S. 10-Year Government Bond Yields Chart suggesting that monetary policy is becoming too tight. Image: Danske Research
S&P 500 and VIX/10-Year U.S. Treasury Ratio Chart showing how spikes in the VIX/10-Year U.S. Treasury ratio result in lower equity prices. Image: SunTrust Private Wealth Management
% of S&P 500 Stocks with Dividends Yields Greater than the 10-Year Treasury Yield Dividend yields on S&P 500 stocks seem competitive vs. U.S. Treasuries, but equity risk does not disappear because a company pays a dividend. Image: SunTrust Private Wealth Management
U.S. 10-Year Treasury Note Yield Year-Over-Year Change Explained Chart suggesting that the slowing industrial economy and inflation explain U.S. 10-year Treasury note yield. Image: Arbor Research & Trading LLC
Small Caps: Russell 2000 Last 12 Month Performance Grouped by Stocks > 10-Years Old and < 2-Years Old Chart suggesting more alpha among “newer” Russell 2000 small cap stocks over the last 12 months. Image: Strategas