Valuation Gap Between U.S. and Emerging Markets ex-China

Valuation Gap Between U.S. and Emerging Markets ex-China According to BofA, emerging markets ex-China benefit from favorable demographics, modernization potential, and attractive valuations for the long term. Image: BofA Global Research

Global Equity Market Sentiment

Global Equity Market Sentiment Chart suggesting that global investors have become euphoric again. Image: Nomura

U.S. Market Cycle Indicators

U.S. Market Cycle Indicators Chart suggesting that the current business cycle’s end is not imminent in the U.S.. The risk of a bear market is low when the number of market cycle indicators is greater than 10. Image: Richardson GMP

KC Fed Labor Market Conditions Index and Recessions

KC Fed Labor Market Conditions Index and Recessions The KC Fed Labor Market Conditions Index is stable, and labor market conditions remain above their long-run average. Historically, a negative value is a necessary, but not sufficient requirement for recessions: it means that labor market conditions are below their long-run average.