Search Results for: energy

U.S. Energy Equities vs. U.S. Tech Sector Equities Should investors continue to overweight U.S. energy equities? Image: Goldman Sachs Global Investment Research

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

Resources (Energy + Materials) Flows Will resources (energy + materials) continue to experience inflows? Image: BofA Global Investment Strategy

FMS Investors – Net % Overweight Energy FMS investors continue to overweight energy. Image: BofA Global Fund Manager Survey

Weekly Energy Flows Investors continue to put their money into the energy sector. Image: BofA Global Investment Strategy

Consensus Net Income – S&P 500 vs. S&P 500 ex Energy Have U.S. equities fully priced in the risk of recession? Image: Morgan Stanley Research

Energy vs. S&P 500, Relative Price Performance Will the energy sector continue to outperform the S&P 500? Image: BofA Global Investment Strategy

Energy Crisis – Germany 2-Year Asset Swap Spreads Could the Germany energy crisis turn into a deep recession? Image: BofA Global Investment Strategy

Oil – World Primary Energy Consumption Will oil continue to dominate primary energy consumption? Image: Gavekal, Macrobond

Market – Biotech ETF vs. Energy ETF (Price Relative) Will the rotation from inflation to deflation assets continue? Image: BofA Global Investment Strategy