Valuation – Russell Growth vs. Russell Value Relative Price to Book Value Should U.S. equity investors continue to favor value over growth stocks? Image: BofA US Equity & Quant Strategy
Net % of FMS Investors Saying U.S. Dollar is Overvalued Could the U.S. dollar fall in the event of a U.S. recession? Image: BofA Global Fund Manager Survey
Relative Valuations – Defensive Value vs. S&P 500 Defensive value continues to outperform and looks cheaper than the S&P 500. Image: Topdown Charts
10-Year U.S. Treasury Yield and Value Over Growth (Russell 2000 Index) Should investors continue to favor value over growth stocks? Image: Morgan Stanley Wealth Management
Indexed Return of Value vs. Growth vs. U.S. Financial Conditions Should investors still favor value over growth stocks? Image: Goldman Sachs Global Investment Research
U.S. Stocks – Value vs. Growth Could growth stocks outperform value stocks in a context of slowing global growth? Image: Topdown Charts
Stocks – Nasdaq vs. Russell, MSCI USA Growth vs. Value and U.S. 10-Year Real Rate Will growth stocks continue to outperform value stocks despite rising real rates? Image: Goldman Sachs Global Investment Research
Global Negative Yielding Debt Market Value The amount of global debt with negative yields has fallen sharply. Image: The Daily Shot
Oil Prices – Fair Value as a Function of the U.S. Dollar and Global Growth How long will oil prices continue to deviate from fair value? Image: Deutsche Bank
U.S. Dollar Index and Purchasing Power Parity Fair Value According to the measure of Purchasing Power Parity fair value, the U.S. dollar remains overvalued. Image: BCA Research