Search Results for: defensive

Cyclical/Defensive Equities Ratio vs. 10-Year Treasury Yield The 10-year U.S. Treasury yield and the cyclicals/defensives ratio have decoupled. Image: Morgan Stanley Research

ISM Manufacturing PMI vs. Cyclicals/Defensives Ratio Will the ISM Manufacturing PMI soon fall into contraction territory? Image: The Daily Shot

Cyclical to Defensives Stock Ratio and U.S. 10-Year Bond Yield The cyclical/defensives stock ratio points to economic weakness. Image: Morgan Stanley Research

MSCI Cyclicals/Defensives Ratio Is it too early for investors to favor cyclicals over defensives? Image: The Daily Shot

Relative Valuations – Defensive Value vs. S&P 500 Defensive value continues to outperform and looks cheaper than the S&P 500. Image: Topdown Charts

Indexed Return of Cyclicals vs. Defensives ex. Commodities and ISM Manufacturing Index Are investors bracing for a looming economic slowdown? Image: Goldman Sachs Global Investment Research

Cyclicals vs. Defensives and 10-Year Breakeven Does stagflation pose a threat to markets? Image: Goldman Sachs Global Investment Research

Cyclical Value vs. Defensive Value Energy and financials are expected to outperform the S&P 500 as the recovery continues. Image: Topdown Charts

Stocks – Global Cyclical Relative to Defensive Sectors vs. U.S. 10-Year Yields Is now the time for defensive stocks? Image: Longview Economics

Cyclicals/Defensives vs. ISM Manufacturing PMI Should investors favor defensive stocks for the rest of the year? Image: Nordea and Macrobond