Search Results for: trend

Earnings – S&P 500 2020 and 2021 EPS Estimate Trends Have earnings estimates bottomed out? Image: SunTrust Private Wealth Management

U.S. Job Losses – Payroll Trends by Wage Cohort Lower-wage workers in the United States have been hit harder by coronavirus job losses. Image: Morgan Stanley Research

Indicator – Mobility Trends (Driving) This chart suggests that mobility (driving) in the United States is now back to January levels. Image: Morgan Stanley Research

U.S. Initial Jobless Claims and Google Trends on Unemployment Insurance Google trends on unemployment insurance suggest lower initial jobless claims. Image: Nordea and Macrobond

U.S. 10-Year Bond Yield and Long-Term Trend This chart suggests that bond yields are well below their long-term trend. Image: Pictet Asset Management

Trend for Nasdaq vs. S&P 500 The trend for Nasdaq vs. S&P 500 hit the highest level since the dotcom bubble, as investors have favored growth stocks. Image: BofA Global Research

U.S. Trend GDP – 2007-2008 GFC vs. 2020 Coronavirus Pandemic This chart puts into perspective the hypothetical hit to U.S. trend GDP in coming years vs. the global financial crisis. Image: BlackRock Investment Institute

U.S. Asset Correlations and Fed Balance Sheet Trends The correlations between U.S. asset returns and Fed balance sheet growth are generally inconsistent and dimishing over time. Image: J.P. Morgan

S&P 500 Total Return Trend Chart suggesting that the S&P 500 Total Return index is 6% below trend. Image: SunTrust Private Wealth Management

Central Banks – Market Risk Trend and Economic Policy Trend Chart suggesting that risk assets’ sensitivity to political risks has been neutralized by central banks’ QE and dovish monetary policy stance. Image: Image: BofA Global Research