Search Results for: energy

Stocks – Energy and Financial Stocks on Rising Yields Will 2022 be a good year for energy and financial stocks? Image: TS Lombard

Valuation – Energy Price-to-Book and Relative Price-to-Book vs. S&P 500 Measured by the price-to-book ratio, the energy sector looks relatively cheap. Should investors expect energy stocks to rise in 2022? Image: BofA US Equity & Quant Strategy

Financials and Energy Flows Flows into financials and energy have stalled. Image: BofA Global Investment Strategy

Inflation – Headline Consumer Price Index, Non-Reopening Components, Energy and Reopening Components Reopening and energy contribute the most to inflation. Image: Morgan Stanley Wealth Management

Inflation – Global Energy Prices Could rising energy prices threaten the economic recovery? Image: BofA Global Research

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