Search Results for: DM

Aggregated 15 DM Country Average Bond and Equity Percentile Valuations As the chart suggests, this is the most expensive time to buy stocks and bonds. Image: Deutsche Bank

Equity Prices – EM Relative to DM vs. Gold Prices Is the relative performance of emerging market equities vs. developed market equities at a major market turning point? Image: BCA Research

Dividend Discount Model (DDM) Implied Equity Risk Premium (ERP) Goldman Sachs expects the equity risk premium to be lower moving forward, as the macro backdrop strengthens. Image: Goldman Sachs Global Investment Research

Average Annual U.S. GDP Growth by Administration This chart puts into perspective the average annual growth of U.S. GDP by administration. Image: Michael McDonough

Inflation in this Cycle (DM GDP Deflator) Morgan Stanley expects the return of inflation after the Great COVID-19 Recession (GCR). Image: Morgan Stanley Research

S&P 500 Ratio to 200 DMA and ISM Manufacturing PMI As the chart suggests, the S&P 500 is pricing a recession. Image: Deutsche Bank Asset Allocation

S&P 500 – The Secular Bull Market Roadmap Since the Great Recession, US stocks have behaved like a secular bull market. This chart suggests the S&P 500 projection based on average secular bull. Image: Fidelity Investments

DM Real GDP and WTI Crude Oil (Leading Indicator) Chart suggesting that the 18-month rate of change of WTI crude oil (inverted) tends to lead DM real GDP by 18 months. Image: Topdown Charts

Incumbent Presidential Election Years Since 22nd Amendment Incumbent presidential election years have traditionally been good for equities, with an average return of 11.4% since 22nd amendment. Image: Morgan Stanley Research

The Treadmill of U.S. Oil Shale Chart suggesting that the treadmill of U.S. shale is accelerating. Image: Goldman Sachs Global Investment Research