Equity – U.S. Households Aggregate Financial Asset Allocation U.S. households currently allocate 41% of their total financial assets to equities, which is elevated. Image: Goldman Sachs Global Investment Research
Weekly Financials Flows Will outflows from financials continue? Image: BofA Global Investment Strategy
The Federal Reserve and Financial Crisis The Fed remains set to raise interest rates in May. Historically, rate hiking campaigns end in a financial crisis. Image: Real Investment Advice
S&P 500 Quarterly Net Margins Ex-Financials Will margins improve in the coming quarters? Image: BofA US Equity & Quant Strategy
Eurozone Bank Lending Flow to Non-Financial Corporations Bank lending in the European area is contracting, which is unusual outside of crises. Image: BofA Global Investment Strategy
U.S. Fed Funds Rate and Financial Events History repeats itself over and over again, as Fed tightening cycles end with a financial event. Image: Deutsche Bank
U.S. True Financial Conditions Index The U.S. True Financial Conditions Index is very tight, close to a 40-year low. Image: Gavekal, Macrobond
FMS Financial Market Stability Risks Index vs. S&P 500 Financial market stability risks continue to weigh on the S&P 500. Image: BofA Global Fund Manager Survey
Financials and Banking Exposure by Index The Russell 2000 has more exposure to financial stocks (18.5%) than the S&P 500 (10.5%). Image: J.P. Morgan Asset Management
S&P 500 Index vs. Financial Conditions Index Should investors forget Goldilocks, as it’s all about financial conditions? Image: Morgan Stanley Wealth Management