Search Results for: corporate

Correlation – CCC vs. BBB-rated U.S. Corporate Bonds Investors rush into junk bonds. Is it time to worry? Image: Arbor Research & Trading LLC

Corporate Clients – Buybacks (4-Week Average) Stock buybacks are now expected to jump 35% this year vs. 2020, which is good news for stocks. Image: BofA Global Research

Tech vs. Corporate IG Bond Fund Cumulative Flows Should investors dump tech stocks in favor of cyclical stocks? Image: BofA Global Investment Strategy

Share of U.S. Corporate Profits from Foreign Markets 21% of U.S. corporate profits currently come from foreign markets. Image: Goldman Sachs Global Investment Research

Earnings – Corporate Guidance Companies now have better visibility on earnings. Image: BofA US Equity & Quant Strategy

China Credit Impulse and Corporate Financing Index China credit impulse is weakening as Beijing orders banks to limit loan growth for rest of the year. Image: Alpine Macro

U.S. IG Corporate Bond Quarterly Total Return Year-to-date, the quarterly loss in U.S. corporate bonds exceeds that of previous years, post-2008. Image: BofA Global Research

U.S. and European Equities – % of Corporates Whose Dividend Yield is Above the Corporate Bond Yield U.S. and European equities look cheap relative to corporate debt. Image: Goldman Sachs Global Investment Research

BAA Corporate Yield (Inverted) vs. S&P 500 Can stocks keep rising or should investors expect a market correction? Image: BCA Research

Corporate High Yield Bond Index With high yield investors piling into risky debt, CCC spreads have collapsed the most over the past nine months. Image: Morgan Stanley Wealth Management