Recession – Conference Board Leading Economic Index vs. U.S. Industrial Production The Conference Board Leading Economic Index suggests a contraction in U.S. industrial production. Image: BofA Global Research
Performance – Dow Jones Industrial Average vs. Nasdaq Will the Nasdaq continue to track the 1972-75 Dow Jones Industrial Average analog? Image: BofA Global Investment Strategy
CRB Raw Industrials (Commodities) and Russell 2000 : Value vs. Growth Stocks Should investors expect value stocks to outperform growth stocks in a context of rising commodity prices? Image: Alpine Macro
Fed and Dow Jones Industrial Average Is the bear market far from over as recession risks mount? Image: BofA Global Investment Strategy
China Credit Impulse and Global Exports, China M1 and Industrial Commodity Prices (Leading Indicators) China credit impulse tends to lead global exports by 12 months. Image: Alpine Macro
CRB Raw Industrials to Gold Ratio Does the CRB raw industrials index to gold ratio suggest higher 10-year UST yields? Image: BCA Research
Net % of FMS Investors Overweight Industrial Stocks FMS investor allocations to industrial stocks fell to 12%. Image: BofA Global Fund Manager Survey
U.S. 10-Year Treasury Yield vs. Industrials/Precious Metals How long will the U.S. 10-year Treasury yield diverge from industrials/precious metals? Image: Morgan Stanley Wealth Management
1000-Point Milestone for the Dow Jones Industrial Average So far, the sun shines on the U.S. stock market. But historically, market exuberance does not end well. Image: Real Investment Advice
U.S. 10-Year Treasury Yield and Industrial Metals/Precious Metals Index Historically, U.S. rates tend to rise when growth is strong, as it is today. Image: Morgan Stanley Wealth Management