Wage Growth vs. U.S. Home Price Growth The widening gap between U.S. home prices and wage growth has significant implications for housing affordability and economic inequality, making it harder for lower-income individuals and families to afford homes. Image: Federal Reserve Bank of St. Louis
Probability of U.S. Recession As Priced Across Asset Classes The S&P 500 predicts a recession likelihood of 0% in the United States. This indicates that the U.S. economy is expected to continue growing and expanding, without any major economic downturn on the horizon. Image: J.P. Morgan
S&P 500 Price Target Citing robust corporate earnings, Deutsche Bank has set a year-end 2024 target of 5,500 for the S&P 500 index. Image: Deutsche Bank
Price of Oil Forecast In contrast to futures market’s expectations, Goldman Sachs forecasts a positive outlook for oil prices over the next 3 months. Image: Goldman Sachs Global Investment Research
S&P 500 Valuation – Shiller’s Cyclically-Adjusted Price-To-Earnings (CAPE) Ratio The Shiller CAPE ratio is elevated relative to history. While valuation is not a reliable timing tool, investors should be mindful of the potential for lower future returns when valuations remain high for an extended period. Image: Morgan Stanley Research
Brent Oil Price Brent crude oil prices remain high relative to their levels five years ago, before the pandemic, reflecting past inflation’s impact. Image: J.P. Morgan
S&P 500 Price Target In its base case scenario, Morgan Stanley predicts that the S&P 500 will reach a level of 5,400 by mid-2025. Image: Morgan Stanley Wealth Management
Forward EPS YoY % Change vs. S&P 500 Price Index An increase in forward earnings is typically seen as a positive indicator for higher equity prices and can help mitigate the risk of a more significant market correction. Image: Real Investment Advice
Performance – U.S. vs. China Stocks Price Relative Will China stocks continue to outperform U.S. stocks in the coming months? Image: BofA Global Investment Strategy
COMEX Copper Price The bullish outlook on copper among traders and investors is driven by the increasing demand for copper in the green energy transition and AI projects. Image: The Daily Shot