When Do You Expect the Fed to Begin to Signal Tapering of Asset Purchases? Will the Fed announce QE tapering at the Jackson Hole conference? Image: BofA Global Fund Manager Survey
Risky vs. Safe Assets Fund Flows Risky vs. safe assets fund flows remain negative. Image: Goldman Sachs Global Investment Research
EFT Flows and Inflation-Friendly Assets Is higher inflation coming? ETF flows into inflation-friendly assets are surging. Image: Arbor Research & Trading LLC
U.S. Federal Reserve – Assets and Fed Funds Could the Federal Reserve raise interest rates later than expected? Image: BCA Research
Valuation – Federal Reserve Total Assets and S&P 500 Index Forward Price/Earnings Will Fed asset purchases continue to push valuations higher indefinitely? Image: Morgan Stanley Wealth Management
Treasury Inflation-Protected Securities (TIPS) – ETF Assets Under Management Assets under management in TIPS ETFs surge to record high, as the Federal Reserve lets the U.S. economy run hot. Image: Topdown Charts
Relative Price of Real Assets vs. Financial Assets and U.S. CPI Inflation Real assets tend to move in line with inflation and generally performs well in inflationary environments. Image: BofA Global Investment Strategy
GWIM Equity Allocation as % Assets Under Management BofA private clients’ equity allocation remains high at 64.4%. Image: BofA
S&P 500 – What Asset Class Will Outperform in 2021? 29% of FMS investors think the S&P500 will outperform this year. Image: BofA Global Fund Manager Survey
Flows for the Broad U.S. Asset Classes: Bonds and Stocks This week, inflows into bonds and stocks (U.S.-domiciled funds only). Image: BofA Global Research