Search Results for: USA

Carson Proprietary Leading Economic Index – USA Carson’s LEI shows the U.S. economy in good shape and recession risk fading, leaving bulls with room to stay bullish. Image: Carson Investment Research

Relative Equity Market Performance – USA vs. Rest of the World U.S. equities have lagged global peers recently, posting their steepest relative underperformance in 15 years. The leadership baton has passed to cheaper, more cyclical markets overseas, pointing to brighter days for the global cycle. Image: Deutsche Bank Research

Seasonality of Market Performance – MSCI USA If history is any guide, the U.S. stock market is approaching a seasonally strong period, one that has often produced the market’s best returns of the year. Image: J.P. Morgan

Fed Discount Window Usage vs. S&P 500 The Fed’s discount window borrowing has reached an all time high. What could go wrong? Image: BofA Global Investment Strategy

S&P 500 Price Return and USA Manheim Used Vehicle Prices As used-vehicle prices continue to decline, will the S&P 500 fall further? Image: Nordea and Macrobond

Housing – USA Case-Shiller House Price Will U.S. house prices go down soon? Image: Nordea and Macrobond

Stocks – Nasdaq vs. Russell, MSCI USA Growth vs. Value and U.S. 10-Year Real Rate Will growth stocks continue to outperform value stocks despite rising real rates? Image: Goldman Sachs Global Investment Research

Performance – MSCI All Countries ex-USA vs. S&P 500 Will the S&P 500 continue to outperform global equities ex-U.S.? Image: Topdown Charts

Cycles of U.S. Equity Outperformance – MSCI EAFE and MSCI USA Relative Performance Will U.S. stocks continue to outperform developed market equities (ex-US)? Image: J.P. Morgan Asset Management

Forward Price/Earnings Ratio – MSCI USA Index and MSCI Emerging Markets Index Emerging markets look more attractive than the U.S. market on forward earnings. Image: Morgan Stanley Wealth Management

Stocks – U.S. Free Liquidity and MSCI USA YoY Should investors expect more upside for U.S. stocks, as U.S. free liquidity continues to rise? Image: BofA Global Research