Search Results for: government

Government Bond (7-10 Year) Total Return in US$ Since 2008 Will Chinese bonds continue to outperform? Image: Gavekal, Macrobond

Real Yield – Five-Year Government Bonds, U.S. and Germany Real rate convergence helps explain the weakness of the U.S. dollar. Image: Morgan Stanley Wealth Management

Long-Term U.S. Government Bond Quarterly Total Returns With low interest rates and inflation on the horizon, is Warren Buffett right to be bearish on bonds? Image: Financial Times

Investors and Government Stimulus Checks New retail investors are willing to invest in the stock market using government stimulus checks. Image: Deutsche Bank Asset Allocation

Government Social Benefit Payments to Persons and 100% Commodities (Equally-Weighted Index) Should investors expect the start of a new supercycle in commodities? Image: Goldman Sachs Global Investment Research

Valuation – 10-Year Government Bond Yield (U.S. and Italy, Advanced by 3-Months) and World Equities 12-Month Forward PE (Leading Indicator) The low levels of government bond yields help to explain the world’s stock market valuation. Image: BCA Research

S&P 500, U.S. 10-Year Government Bond Yield and Blended Expected Growth Rate of S&P 500 Operating EPS The S&P 500 is vulnerable to higher yields or disappointing economic activity. Image: BCA Research

G10 Central Bank Government Bond Holdings Most central banks are expected to maintain the pace of their asset purchases through the rest of 2021. Image: Nordea and Macrobond

Ratio of General Government Gross Debt to GDP At the global level, the measures taken by governments to respond to the impact of the coronavirus crisis amounted to $12 trillion. Image: CNBC

U.S. 30-Year Government Bond Yield and Russell 2000 Relative to S&P 500 As the chart suggests, U.S. 30-year yields are likely to increase further. Image: BCA Research