Valuation of Risk Assets (Survey)

Valuation of Risk Assets (Survey) The results of a survey of 800 global investors show that risk assets are generally viewed as expensive. Image: Deutsche Bank Research

World (ex-China) Manufacturing Surveys – Delivery Times

World (ex-China) Manufacturing Surveys – Delivery Times The coronavirus pandemic disrupted global supply chains. This chart suggests that delivery times have now shortened significantly. Image: Pictet Asset Management

S&P 500 vs. AAII Sentiment Survey

S&P 500 vs. AAII Sentiment Survey AAII survey is more bearish than in March, as U.S. individual investors remain pessimistic about the rally. Image: Hondo Tomasz

U.S. Survey Data and EPS Growth

U.S. Survey Data and EPS Growth BofA’s model suggests 11.4% U.S. EPS growth by the end of Q2 2020. Image: BofA Global Research

U.S. AAII Sentiment Survey and S&P 500

U.S. AAII Sentiment Survey and S&P 500 This chart shows that market sentiment is important to contrarian investors. Image: Pictet Asset Management