Individual Investors Activity in Options – S&P 500 Options and Top 50 Options Options trading activity among individual investors remains elevated. Does it suggest a future market meltdown? Image: Goldman Sachs Global Investment Research
Google Searches Activity for “Inflation” in the U.S. Google search activity for “inflation” in the United States is peaking. Have inflation fears faded? Image: Financial Times
Bitcoin, Cryptocurrencies and Commodities – Rolling Five-Week U.S. Search Activity Adjusted for Noise and Seasonality Interest in cryptocurrencies is waning. Is this a good thing? Image: Arbor Research & Trading LLC
IPO Activity and Market Cycle IPO activity tends to be slow in the early phases of a new bull market, but that’s not the case today. Image: Richardson Wealth
U.S. GDP vs. Current Activity Indicator Goldman Sachs now expects U.S. GDP to grow at 6.9% in 2021 and 4.5% in 2022. Image: Goldman Sachs Global Investment Research
Coronavirus Pandemic – Activity in Most Major Advanced Economies Economic activity in most major advanced economies is moving sideways. Image: Bloomberg
U.S. Recessionary Manufacturing Activity U.S. manufacturing sectors are improving, with less than 50% of them in contraction. Image: Oxford Economics
Alternative Measures of U.S. Consumer Activity U.S. consumer spending increased sharply over the last few weeks and is now above its pre-coronavirus level. Image: Goldman Sachs Global Investment Research
Investors and Trading Activity in Options Investors are trading more actively in options with less than 2 weeks to maturity, driven by better visibility of the catalyst path. Image: Goldman Sachs Global Investment Research
Performance – Industrials vs. S&P 500 and Global Current Activity Indicator (CAI) Goldman Sachs upgraded industrials to outperform, as global economic growth is improving. Image: Goldman Sachs Global Investment Research