Search Results for: price

Valuation and Global Asset Price Cycle Interesting chart showing the current average overvaluation estimates across equities, bonds and house prices in major advanced economies. Image: Oxford Economics

Valuation – S&P 500 Forward Price-to-Earnings Is the S&P 500 valuation stretched? Valuations are currently the highest since early 2018. Image: SunTrust Private Wealth Management

FMS Global Yield Curve Expectations vs. U.S. Large/Small Cap Price Relative History suggests that U.S. small cap stocks outperform large cap stocks, when the yield curve steepens. Image: BofA Merrill Lynch Global Fund Manager Survey

Valuation – Commodity Prices Relative to S&P 500 Chart suggesting that commodity prices have never been more depressed relative to stocks, since the late 90’s. Image: U.S. Global Investors

Semiconductor Prices and ISM Manufacturing Index Chart suggesting that the surge in semiconductor prices implies ISM Manufacturing Index above 55 in the next 3-months. Image: BofA Merrill Lynch Global Research

S&P 500 Price Return 12-Month Period Following Midterm Election Since 1946, the S&P 500 has never declined in the 12 months following a midterm election. Image: Strategas

U.S. 60/40 Portfolio Annual Price Return So far this year, the standard U.S. 60/40 portfolio has had its best year in two decades. Image: Goldman Sachs Global Investment Research

U.S. Stock Price Reaction to Quarterly EPS Beats/Misses Is the U.S. stock market turning complacent in 3Q 2019? The market is forgiving with companies that miss EPS estimates. Beating EPS relative to market: +1.7%. Missing EPS relative to market: 0.0%.  Image: J.P. Morgan

Inflation – Price Changes Since 2000 in the U.S. Headlines say there’s no inflation, but most important things in life are getting more expensive in the United States. Image: Deutsche Bank Global Research

Inflation – Price Changes Over the Last 20 Years in the U.S. Most important things in life are getting more expensive, while toys are getting more affordable. Image: howmuch.net