Search Results for: yield

Yields and Breakeven Inflation on 10-Year U.S. Treasuries Breakeven inflation seems to have peaked. Image: Gavekal, Macrobond

Valuation – U.S. 10-Year Real Yields and S&P 500 12-Month Forward P/E U.S. 10-year real yields help explain the stock market valuation. UBS targets 4400 for the S&P 500 for 2021. Image: UBS

Treasury Market – U.S. 10-Year Nominal Treasury Yields and 10-Year Breakevens Have growth and inflation peaked? Image: Morgan Stanley Research

U.S. CPI Inflation vs. U.S. 10-Year Bond Yield This chart shows the impact of inflation on bonds. Historically, higher inflation is matched by higher bond yields. Image: Goldman Sachs Global Investment Research

FMS Investors – Net % Expecting Steeper Yield Curve Should investors still expect a steeper yield curve? Image: BofA Global Fund Manager Survey

Copper to Gold Ratio and U.S. 10-Year Treasury Yield The copper to gold ratio tends to lead the direction of the 10-year UST yield. Image: The Daily Shot

MOVE Index vs. U.S. 10Y-2Y Yield Curve Should investors expect a steeper yield curve and more fixed-income volatility? Image: Variant Perception Research

Real 10-Year U.S. Treasury Yield Has the real 10-year U.S. Treasury yield bottomed out? Image: Deutsche Bank

U.S. 10-Year Treasury Yield and Economic Surprise Index Should investors expect downward pressure on U.S. Treasury yields in the short-term? Image: Morgan Stanley Wealth Management

S&P 500 NTM Earnings Yield Gap – Earnings Yield Gap vs. Inflation and U.S. Treasury Yield The earnings yield gap vs. U.S. 10-year Treasury yield is low, but still above its long-term average. Image: Goldman Sachs Global Investment Research