Equity Market Tops

Equity Market Tops Interesting chart showing equity market tops. The U.S. equity market hasn’t yet reached its peak. Picture source: DoubleLine

Equity Markets and QE

Equity Markets and QE Chart showing that equity markets tend to move higher during QE periods. Picture source: J.P. Morgan

Equity Market Driven by Bonds Not Profits

Equity Market Driven by Bonds Not Profits The chart shows a widening gap between cyclicals and bond proxies. It is clearly a cyclical bear market within a bull market, as during the dotcom bubble. Picture source: Societe Generale Cross Asset Research

U.S. Equity Market Performance

U.S. Equity Market Performance since 1914 Excellent comparison between real (adjusted for inflation) and nominal returns on U.S. equities. Picture source: Saxo Bank

Equity Market Performance Around Bear Markets

Equity Market Performance Around Bear Markets Interesting chart showing the average return before and after equity market peaks from 1945 to 2018. You may also like “First, Middle, Final Years of S&P 500 Bull Markets since 1975.” Picture source: J.P. Morgan Asset Management

Who Actually Owns the Equity Market?

Who Actually Owns the Equity Market? Most of the equity market is owned by households and mutual funds. But ETFs and foreigners continue to gain share. Picture source: Bianco Research

US Equity Market Sentiment and Relative ETF Flows Since 2018

US Equity Market Sentiment and Relative ETF Flows Since 2018 This chart shows the correlation between US equity market sentiment and relative ETF flows recently. Inflow to US equity type ETF has picked up recently​. Picture source: Nomura