Search Results for: bond

Asset Bubbles – Bitcoin, Equities and Bonds Are Bitcoin and U.S. tech stocks in bubble territory? Image: Deutsche Bank Research

S&P 500, U.S. 10-Year Government Bond Yield and Blended Expected Growth Rate of S&P 500 Operating EPS The S&P 500 is vulnerable to higher yields or disappointing economic activity. Image: BCA Research

Corporate Bond Yields vs. Dividend Yields Corporate bond yields are low compared to equity dividend yields. Image: Goldman Sachs Global Investment Research

G10 Central Bank Government Bond Holdings Most central banks are expected to maintain the pace of their asset purchases through the rest of 2021. Image: Nordea and Macrobond

Emerging Markets Total Return Index (Equities Relative to Bonds) and OECD Core CPI (Leading Indicator) Emerging markets equities relative to bonds tend to lead OECD core CPI by 40 weeks. Image: BCA Research

China 10-Year Bond Yield and Shanghai Composite Index China is leading all asset markets. The Shanghai Composite Index could decline with Chinese bond yields as a result of a weaker growing economy. Image: BofA Global Investment Strategy

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

Share of Various Bonds Outstanding in Global Bond Market by their Yields More than 70% of global bonds have a yield below 1%. Image: Deutsche Bank

U.S. 30-Year Government Bond Yield and Russell 2000 Relative to S&P 500 As the chart suggests, U.S. 30-year yields are likely to increase further. Image: BCA Research

ISM YoY and U.S. 2+10-Year Bond Yield YoY (Leading Indicator) The U.S. 2+10-year bond yield YoY (inverted) tends to lead the ISM YoY by 18 months, suggesting that the growth momentum is expected to continue over the next 2-3 quarters. Image: Nordea and Macrobond