Search Results for: rates

Interest Rates – U.S. Federal Funds Rate Expectations Markets price in further rate hikes. Is inflation a risk? Image: Oxford Economics

Real Rates vs. S&P 500 Forward P/E Ratio Should investors expect a decline in the S&P 500 forward P/E ratio? Image: Nordea and Macrobond

S&P 500 Sectors’ Relative Performance Sensitivity to Real Rates Financials benefit from higher rates, as profit margins expand. Image: BofA Global Research

S&P 500 vs. Interest Rates Interest rates act like gravity on stock prices. When interest rates rise, it tends to put pressure on the S&P 500. Image: Real Investment Advice

Fed Funds Futures – Interest Rates Will interest rates go up in 2022? Image: TS Lombard

Sensitivity of S&P 500 Price to Real Rates and Breakeven Inflation Goldman Sachs expects breakeven inflation will continue to rise. The year-end S&P 500 price targets of 4300 this year and 4600 in 2022 remain unchanged. Image: Goldman Sachs Global Investment Research

Euro to U.S. Dollar (EUR/USD) and Relative Real Rates Will the current EUR/USD trend stop and eventually reverse? Image: Nordea and Macrobond

Real Rates Among Major Economies Among major economies, China is now the only country offering positive real interest rates. Image: Gavekal, Macrobond

Low Interest Rates and Equity Valuation Low levels of interest rates help to explain the U.S. stock market valuation. Image: MarketDesk Research

OECD Leading Indicator and Leading Stimulus Indicator (Oil and Rates) Changes in oil prices and yields could have an impact on the OECD leading indicator during the year 2022. Image: Nordea and Macrobond