Search Results for: economy

Net % OW Equities vs. Net % Expecting Stronger Economy FMS investors are optimistic about stocks but pessimistic on the economy. Image: BofA Global Fund Manager Survey

Global Economy – GDP Growth Projections Global growth is now projected at 6.0% in 2021 and 4.9% in 2022. Image: International Monetary Fund

Economy-Weighted Composite ISM and Stock-to-Bond Ratio U.S. economic growth has already peaked. Image: Alpine Macro

Global Economy – FMS Economic Expectations Has the global economy growth peaked? Image: BofA Global Fund Manager Survey

Economy – U.S. Miles Driven Has the pandemic changed driving habits in the United States? It appears that Americans are now driving as much as before the pandemic. Image: Gavekal, Macrobond

U.S. Election – Donald Trump vs. Joe Biden and the U.S. Economy Americans think that Donald Trump will be better for the U.S. economy if he is re-elected rather than if Joe Biden is elected. Image: BofA Global Research

China Stocks – New Economy Relative to Old Economy China’s new economy stocks featured higher profitability and revenue growth. Image: Morgan Stanley Research

U.S. Election – Joe Biden vs. Donald Trump and the U.S. Economy Americans believe that Donald Trump will be a little better for the U.S. economy than Joe Biden. Image: BofA Global Research

Asset Price Inflation and “Real Economy” Inflation Persistent low interest rates could explain the wide divergence between asset prices and real economy prices, over the past decade. Image: Goldman Sachs Global Investment Research

Percent of Advanced Economy Government Bonds Outstanding by Yield As the chart shows, there is currently a large percentage of government bonds from advanced economies with yields below 1%. Image: Deutsche Bank Global Research