Search Results for: defensive

24-Month Fwd P/E Discount of World Cyclicals vs. Defensives World Cyclicals are still trading at a discount vs. Defensives. Image: Goldman Sachs Global Investment Research

U.S. Cyclicals vs. Defensives and U.S. 10-Year Breakeven Will U.S. cyclicals continue to lag behind rising U.S. inflation expectations? Image: Goldman Sachs Global Investment Research

MSCI Cyclicals/Defensives Ratio Is the peak near? Image: The Daily Shot

U.S. Equities – Cyclicals/Defensives, Low/High Quality, Small/Large Is the shift in market leadership a warning sign about the reopening of the economy? Image: Morgan Stanley Research

S&P 500 Cyclicals vs. Defensives Should investors expect temporary inflation spikes during the recovery and favor large tech stocks? Image: BofA Global Research

U.S. Cyclicals vs. Defensives and Brent U.S. cyclicals vs. defensives diverged significantly from the price of Brent in January. Image: Goldman Sachs Global Investment Research

Cyclical to Defensives Stock Ratio and U.S. 10-Year Bond Yield The cyclical/defensives stock ratio still suggests higher bond yields. Image: Morgan Stanley Research

Cyclical/Defensive Equities Ratio vs. 10-Year Treasury Yield The rise in the cyclical/defensive equities ratio still suggests a rise in 10-year yields. Image: Morgan Stanley Research

Stocks – Cyclicals vs. Defensives Cyclical stocks are expected to outperform defensive stocks from an improving economy. Image: Goldman Sachs Global Investment Research

Cyclicals/Defensives vs. ISM Manufacturing PMI Cyclical stocks tend to outperform defensive stocks during periods of economic strength. Image: Nordea and Macrobond