Credit vs. Equity Cumulative Flows

Credit vs. Equity Cumulative Flows Should investors expect more pain for equities? Capitulation has been in credit, but not in equities. Image: BofA Global Investment Strategy

U.S. Consumer Credit

U.S. Consumer Credit U.S. consumer credit is surging as goods prices continue to rise. Image: BofA Global Investment Strategy

U.S. IG Credit Spread

U.S. IG Credit Spread The S&P 500 tends to fall when credit spreads widen. It is therefore a leading indicator to watch closely. Image: Topdown Charts

Bank Credit Default Swaps

Bank Credit Default Swaps Should investors worry that bank credit default swaps (CDS) have risen sharply recently? Image: Topdown Charts

Equities and Credit Flows

Equities and Credit Flows Flows into equities remain strong this year. Image: BofA Global Investment Strategy

S&P 500 and U.S. HY vs. IG Credit

S&P 500 and U.S. HY vs. IG Credit No credit deterioration is an overall positive sign for the U.S. bull market, as credit tends to lead equities. Image: KKR & Co.

China’s Credit Impulse as % of GDP

China’s Credit Impulse as % of GDP Investors should be pleased as Chinese credit impulse is expected to rise. Image: Morgan Stanley Research