Search Results for: price

U.S. Equity Price Returns from Each Valuation Decile Should U.S. equity investors expect negative annualized returns over the next 5 years? Image: Goldman Sachs Global Investment Research

Housing – CME Lumber Futures Price Lumber prices are still soaring higher. Will U.S. house prices become even less affordable? Image: The Daily Shot

ISM Manufacturing Index and ISM Prices Paid Index (Leading Indicator) The ISM Prices Paid Index tends to lead the ISM Manufacturing Index by 12 months, suggesting a fall of the ISM Manufacturing Index in 1H22. Image: Morgan Stanley Research

Stocks – China Credit Impulse and China Stock Prices Relative to EM (Leading Indicator) China credit impulse tends to lead Chinese stock prices relative to EM by one month. Image: Alpine Macro

Returns – Years Following S&P 500 Price Gain > 27% Since WWII, when the S&P 500 is up more than 27% at the end of the year, the following year tends to be bullish for U.S. stocks. Image: Fundstrat Global Advisors, LLC

EM Stocks – Chinese Stock Prices Relative to EM Should investors expect a rebound in Chinese stocks? Image: Alpine Macro

Estimated Impact of Commodity Prices on YoY Core PCE Inflation The boost of commodity prices on YoY core PCE inflation is expected to decline significantly in 2022. Image: Goldman Sachs Global Investment Research

Valuation – S&P 500 Index and Price to Annual Sales Measured by price to annual sales, U.S. stocks are looking more and more expensive. Should investors take a cautious approach to U.S. equities in 2022? Image: Real Investment Advice

Small Cap Stocks – Next 12 Months Price/Earnings Ratio, Russell 2000 Relative to S&P 500 U.S. small caps look attractive relative to the broad market. Image: Morgan Stanley Research

MSCI Equity Price: China Relative to U.S. and USD/CNY (Inverted) The RMB should weaken relative to the U.S. dollar. Image: BCA Research