Search Results for: valuation

Valuation and Inflation Investors in equities should fear too much inflation and deflation, as the sweet spot for inflation is about 2% per year. Image: Fidelity Investments

Bubble Valuations – S&P 500 Index and S&P 500 Information Technology Sector GICS Level 1 Index (Adjusted Price/Sales Ratio) The U.S. stock market looks expensive by historical standards. Is the price-to-sales ratio worrisome? Image: Bloomberg

Valuation – S&P 500 Next-Twelve-Month P/E Ratio The NTM P/E ratio of the S&P 500 remains at high level and above its historical range. Image: Goldman Sachs Global Investment Research

Valuation – Commodities Relative to U.S. Equities Commodities relative to U.S. equities are trading at very low valuation level. Image: Financial Times

Valuation – The Buffett Indicator The Warren Buffett’s favorite valuation metric (ratio of the U.S. stock market’s total market cap to U.S. GDP) looks very expensive. Image: Marketwatch

Valuation – Forward Price/Earnings Ratio – STOXX Europe 600 Index and S&P 500 Index U.S. equities look pricey relative to Europe. Image: Morgan Stanley Wealth Management

Market Capitalization and Trading Volumes in Extremely High-Valuation U.S. Stocks Trading volumes in extremely high-valuation U.S. stocks have surged since 2020. Image: Goldman Sachs Global Investment Research

Valuation – the Ratio of S&P 500 Market Capitalization vs. M2 Money Supply What’s priced in? Currently, the S&P 500 trades well above the post-crisis valuation vs. M2 money supply. Image: BofA US Equity & Quant Strategy

Valuation – World Technology 12-Month Forward Earnings Yield and 10-Year Treasury Bond Yield Plus 2.5 Tech stocks are less attractive, as the world tech 12-month forward earnings yield is now below the 10-year Treasury bond yield plus 2.5. Image: BCA Research

FMS Investors and Gold Valuation Is Gold an undervalued asset on the market right now? Image: BofA Global Fund Manager Survey