U.S. Home Prices vs. Wage Growth
U.S. Home Prices vs. Wage Growth The widening gap between wage growth and U.S. home prices has significant implications for housing affordability and economic inequality. Image: The Daily Shot
U.S. Home Prices vs. Wage Growth The widening gap between wage growth and U.S. home prices has significant implications for housing affordability and economic inequality. Image: The Daily Shot
Real Oil Price and U.S. Recessions While there has been a rebound in oil prices, they are still below the levels seen in 2022. Image: Goldman Sachs Global Investment Research
Japanese Banks Stock Price Index vs. Japanese Stocks Given the increase in Japanese government bond yields, should investors favor Japanese bank stocks? Image: BofA Global Investment Strategy
Oil Prices and Events Elevated oil prices can have a detrimental effect on economic activity and overall economic outcomes. Image: Real Investment Advice
Performance – Percentage Point Difference between S&P 500 and Equal-Weighted S&P 500 Annual Price Moves The outperformance of the S&P 500 vs. the S&P 500 equal-weighted is the biggest since 1998. Image: Deutsche Bank
Oil Price vs. U.S. 10-Year Breakeven Inflation Rate The correlation between oil prices and U.S. breakeven inflation rates is strong. Image: BofA Global Investment Strategy
Time Series of S&P 500 Price, Forward EPS and Price to Forward EPS The S&P 500 has returned to its January 2022 level. Image: BofA US Equity & Quant Strategy
Valuation – MSCI U.S. Forward 12-Month Price/Earnings Ratio vs. 10-Year U.S. Treasury Real Yield The strong performance of the U.S. equity market this year, despite rising real yields, raises concerns about potential market overheating. Image: Morgan Stanley Wealth Management
U.S. Stock Price Reaction to Quarterly EPS Beats/Misses The market is not currently forgiving with S&P 500 companies that miss EPS estimates. Image: J.P. Morgan
U.S. EBIT Margin vs. ISM Manufacturing Prices Paid Index Profit margins are rarely sustained by falling inflation. Image: Morgan Stanley Wealth Management