Search Results for: 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

U.S. JOLTS Survey vs. 10-Year U.S. Treasury Yield As macroeconomic data continue to improve, how long can yields resist the recovery? Image: Morgan Stanley Wealth Management

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

Coronavirus Survey: When Do You Think the First Working Vaccine for COVID-19 Will Be Available? A majority market professionals think that the first working vaccine for COVID-19 will be available within 6-18 months. Image: Deutsche Bank Research

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

Philly Fed Manufacturing Index and Empire State Manufacturing Survey and ISM Manufacturing Index Despite the coronavirus, both regional PMIs suggest an increase in U.S. ISM manufacturing this month. Image: Swedbank Research

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

BofA’s Fund Manager Survey Investors and S&P 500 FMS investors expect the S&P 500 to peak at 3,400. Image: BofA Global Fund Manager Survey

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

BofA’s Fund Manager Survey Global Equity Allocation FMS investors allocation to global equities is still below 50% level, consistent with prior market tops. Image: BofA Global Fund Manager Survey