U.S. Existing Homes Sales
Housing – U.S. Existing Homes Sales Existing home sales cooled down in August. Are buyers waiting for prices to fall more? Image: The Daily Shot
The Conference Board Leading Economic Index (LEI) for the U.S.
The Conference Board Leading Economic Index (LEI) for the U.S. The U.S. LEI increased by 0.9% in August, suggesting that strong economic growth should continue in the near term. Image: The Conference Board
U.S. 10-Year Yield and U.S. 10-Year TIPS Breakeven
U.S. 10-Year Yield and U.S. 10-Year TIPS Breakeven So far, the U.S. 10-year yield and the U.S. 10-year TIPS breakeven continue to follow the historical pattern after global recoveries. Image: Arbor Research & Trading LLC
Late Cycle – U.S. Regimes
Late Cycle – U.S. Regimes The U.S. stock market rally may be at risk in the late cycle phase. Image: BofA US Equity & Quant Strategy
U.S. Corporate High Yield Bonds and U.S. CPI
U.S. Corporate High Yield Bonds and U.S. CPI Currently, U.S. high yield bonds no longer compensate for U.S. inflation. Image: Morgan Stanley Wealth Management
U.S. Outstanding Marketable Sovereign Debt Burden
U.S. Outstanding Marketable Sovereign Debt Burden Investors still perceive U.S. debt to be safe for now, despite it is getting bigger and bigger. Image: Morgan Stanley Wealth Management
U.S. Financial Conditions Index
U.S. Financial Conditions Index U.S. financial conditions have loosened at fastest pace, thanks to policy stimulus. Image: Goldman Sachs Global Investment Research
U.S. Stock Market Bull and Bear Indicator
U.S. Stock Market Bull and Bear Indicator Using multiple financial data, this great model helps investors navigate through different market conditions. It suggests whether the U.S. stock market tendency is bullish, bearish or neutral. A bullish signal suggests that the U.S. stock market may go up, while a bearish signal suggests that the U.S. stock…
Sensitivity of S&P 500 to U.S. 10-Year Treasury Yield and Equity Risk Premium (ERP)
Sensitivity of S&P 500 to U.S. 10-Year Treasury Yield and Equity Risk Premium (ERP) The 4700 year-end target for the S&P 500 index assumes ERP of 4.8% and U.S. Treasury yield at 1.6%. Image: Goldman Sachs Global Investment Research
U.S. New Private Housing Units Authorized by Building Permits and Recessions
U.S. New Private Housing Units Authorized by Building Permits and Recessions In August, U.S. building permits rose to 1,728 million (annualized). Historically, before recessions, building permits tend to peak and then decline.