Energy vs. Consumer Discretionary Stocks
Energy vs. Consumer Discretionary Stocks Should investors remain long energy stocks? Image: BofA Global Investment Strategy
Energy vs. Consumer Discretionary Stocks Should investors remain long energy stocks? Image: BofA Global Investment Strategy
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 and Financials Stocks vs. Healthcare and Tech Stocks This chart highlights the secular rotation from healthcare/tech to energy/financials. Image: BofA Global Investment Strategy
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
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 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