Search Results for: energy

Weekly Energy Flows Investors are putting their money back into the energy sector. Image: BofA Global Investment Strategy

Energy and Financials Stocks vs. Healthcare and Tech Stocks This chart highlights the polarization in sector dominance. Image: BofA Global Investment Strategy

Inflation – U.S. 10-Year Bond Yields and CPI (YoY ex Food and Energy) Bond yields are low given current CPI, suggesting that the rise of inflation is temporary. Image: Richardson Wealth

Cumulative Flows Into Tech, Energy, Materials and Financials Late cyclicals flows are outperforming tech year-to-date. Image: BofA Global Research

Inflation – Commodities and Energy Stocks vs. U.S. CPI Commodities and energy stocks tend to track U.S. inflation. Image: J.P. Morgan

Emerging Market Stocks – EM Consumer Discretionary + Tech vs. EM Energy + Materials This chart highlights the polarization in sector dominance. Image: BofA Global Investment Strategy

Performance – Banks, Industrials, Materials and Energy Relative to S&P 500 Pandemic losers are the winners year-to-date, as the rotation remains intact. Image: Alpine Macro

S&P 500 Sectors (Tech, Consumer Dis., Financials and Energy), Increase in Market Value Are tech sector valuations a cause for concern? Image: Financial Times

Performance – Nasdaq 100, Russell 2000, Stoxx Europe 600 Banks, MSCI All Countries Energy Welcome to the ‘everything rally’, despite the damage of the coronavirus pandemic on the global economy. Image: Financial Times

MSCI Global Alternative Energy and S&P 500 Energy Index Alternative energy stocks have risen 69% YTD, but traditional energy stocks have fallen 37%, while 85% of energy still comes from fossil fuels. Image: J.P. Morgan Asset Management