AAII U.S. Investor Sentiment Bull – Bear Spread The latest AAII U.S. investor sentiment bull-bear spread indicates a more bearish outlook, reflecting a decline in bullish sentiment and a rise in bearish sentiment among individual investors. Image: The Daily Shot
Real 10-Year Return – Spread: S&P 500 – Treasuries Over the past decade, investors have reaped substantial rewards from equities, as stocks have significantly outperformed bonds. However, the outlook for the next ten years indicates that this trend may not persist. Image: Topdown Charts
U.S. High Yield Corporate Bond Spreads Tight credit spreads can serve as a double-edged sword; they reflect robust market confidence but may also signal worrisome levels of investor complacency. Image: Topdown Charts
U.S. Corporate Bond Spreads U.S. corporate bond spreads are currently at historically tight levels, suggesting potential bubble-like conditions. While a major correction is not guaranteed, several factors indicate rising risks in the first half of 2025. Image: Alpine Macro
Spread of Nasdaq-100 Earnings Yield Over 10-Year U.S. Treasury Yield Investing in the Nasdaq 100 presents both opportunities and risks, particularly in the current economic climate characterized by high bond yields and stock market exuberance. Image: Bloomberg
U.S. High Yield Spreads Having tight credit spreads is like being on a rollercoaster with no safety bar—looks fun until you realize you should’ve paid more attention! Image: Bloomberg
S&P 500 Index and BB to 10-Year Treasury Spread Closely monitoring the junk to Treasury bond spread can provide valuable insights into the overall health and direction of the U.S. stock market, making it an important leading indicator to watch. Image: Real Investment Advice
U.S. IG Credit Spread U.S. investment-grade credit spreads have reached their lowest point since 2005, reflecting growing investor sentiment and confidence in future economic conditions. Image: Deutsche Bank
Spread Between BBB-Rated Corporate Bond Yield and 90-Day U.S. Treasury Bill Yield The recent increase in the spread between IG credit yield and cash yield marks a significant shift from a 43-year low. Should investors favor U.S. Treasury bills over IG bonds? Image: BofA Global Investment Strategy
High-Yield (HY) Spread USD Goldman Sachs forecasts a favorable high-yield bond market over the next 12 months, anticipating tighter spreads as a result of robust economic conditions and optimistic investor sentiment. Image: Goldman Sachs Global Investment Research
Investment Grade (IG) Spread According to Goldman Sachs, Investment Grade (IG) spreads are expected to remain virtually unchanged over the next 12 months. Image: Goldman Sachs Global Investment Research