U.S. Private Sector Financial Assets % of GDP This chart highlights the obvious disconnect between Main Street and Wall Street, as the value of U.S. financial assets is now 6.2 times the size of U.S. GDP. Image: BofA Global Investment Strategy
U.S. Financial Conditions Index U.S. financial conditions have loosened at fastest pace, thanks to policy stimulus. Image: Goldman Sachs Global Investment Research
Major Pullbacks since the Financial Crisis This chart puts into perspective major pullbacks since the financial crisis. Image: J.P. Morgan Asset Management
Total Return Performance of Major Global Financial Assets YTD in U.S. Dollar This chart shows the best and worst performing assets YTD in U.S. dollar. Image: Deutsche Bank
S&P 500 and Chicago Fed National Financial Conditions Index Fed financial conditions continue to improve, which is historically bullish for U.S. equities. Image: BofA Global Research
Weekly Financial Flows Financials are getting more attention from investors, as flows into the financial sector have been the largest since November 2016. Image: BofA Global Investment Strategy
U.S. Financial Conditions U.S. financial conditions are easing at fastest pace since 1990, thanks to policy stimulus. Image: Goldman Sachs Global Investment Research
Fiscal Policy – U.S. Fiscal Response to Coronavirus and Global Financial Crisis This chart puts into perspective the massive U.S. fiscal response to the coronavirus pandemic in 2020. Image: Goldman Sachs Global Investment Research
Energy and Financials Stocks vs. Healthcare and Tech Stocks This chart highlights the polarization in sector dominance (not investment advice). Image: BofA Global Investment Strategy
VIX – 2020 Coronavirus Crisis vs. Global Financial Crisis The coronavirus crisis saw the VIX spiked much quicker than during the global financial crisis, and is normalizing more quickly as well. Image: J.P. Morgan Equity Derivatives Strategy