Search Results for: companies

Top Five Companies % of S&P 500 Market Capitalization The S&P 500 remains more concentrated in the 5 largest stocks than during the dotcom bubble. Image: BofA Global Investment Strategy

Number of U.S. Public Companies vs. the Net Percentage of Share Buyback for the S&P 500 The number of U.S. publicly traded companies is on the rise, thanks to a strong bull market. Image: BofA US Equity & Quant Strategy

Number of S&P 500 Companies Citing Inflation on Earnings Calls S&P 500 company mentions of “inflation” reach record levels. Image: Deutsche Bank

Buybacks – S&P 500 Companies in Blackout Period The buyback blackout period is ending this week, which is good news for U.S. stocks. Image: Deutsche Bank Asset Allocation

Number of U.S. Companies that Mentionned a Digital Asset Keyword on an Earnings Call Will U.S. companies interest in digital assets continue to grow? Image: BofA Global Research

Number of S&P 500 Companies Citing Inflation on Earnings Calls S&P 500 company mentions of “inflation” jump to record levels. Image: Morgan Stanley Wealth Management

Relative Performance of Government Exposed Companies vs. S&P 400 around Debt Limit Deadlines Is a U.S. government shutdown imminent? Goldman Sachs doesn’t expect a government shutdown in October 2021. Image: Goldman Sachs Global Investment Research

Top Five Companies as Share of S&P 500 Total The S&P 500 remains abnormally concentrated. Facebook, Apple, Amazon, MicroSoft and Google (Alphabet) account for 22% of S&P 500 market capitalization. Image: Goldman Sachs Global Investment Research

S&P 500 Companies’ Mentions of “Inflation” per Earnings Call S&P 500 company mentions of “inflation” jumped 900% year-over-year. Can the Federal Reserve really fix this by printing more money? Image: BofA Global Research

YoY Change in S&P 500 Companies’ Mentions of “Inflation” Per Earnings Call vs. CPI YoY Historically, the S&P 500 tends to lag during periods of high inflation. Image: BofA Global Research