Search Results for: bond

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

Real Returns in Governement Bonds over the Last 5 Years Real returns in U.S. governement bonds are negative over the last 5 years, as in many other countries. Image: Deutsche Bank

Equity Risk Premium – 12-Month Forward Earnings Yield Minus Real 10-Year Government Bond Yield The Equity Risk Premium has increased over the last few months. Image: BCA Research

Consensus U.S. 10-Year Bond Yield Forecast The consensus forecast for U.S. 10-year bond yields is 1.9% by year-end. Image: BofA Global Investment Strategy

U.S. Treasury Bonds vs. Russell 2000 Will U.S. Treasury bonds continue to outperform the Russell 2000 for the rest of the year? Image: BofA Global Research

Cyclical to Defensives Stock Ratio and U.S. 10-Year Bond Yield Is the drop in U.S. Treasury yields a cause for concern? Image: Morgan Stanley Research

Valuation – World Technology 12-Month Forward Earnings Yield Minus 2.5% and U.S. 10-Year Treasury Bond Yield Tech stocks are less attractive, as the world tech 12-month forward earnings yield minus 2.5% has reached the upper limit to bond yield. Image: BCA Research

China 10-Year Government Bond Yield and USD/CNY (Leading Indicator) China 10-year government bond yield tends to lead USD/CNY by 3 months. Image: Alpine Macro

Stocks – GRANOLAS Dividend Yield and German 10-Year Bond Yield Europe does not have the FAAMGs, but it has the GRANOLAS (Glaxosmithkline, Roche, ASML, Nestle, Novartis, Novo Nordisk, L’Oreal, LVMH, Astrazeneca, SAP and Sanofi). Image: Goldman Sachs Global Investment Research

Flows to Treasury Bond ETF U.S. Treasury bond technicals are extreme. Image: Morgan Stanley Wealth Management