U.S. ISM Manufacturing and Services Survey Data A “soft recession” occurs when the manufacturing side of the U.S. economy contracts while services remain robust, leading to a period of slower economic activity. Image: Real Investment Advice
Performance of Different U.S. Fama French Factor Returns U.S. small-cap value has been the best bet over the past 25 years. However, small-cap value stocks are typically more volatile in the short term, making a long-term investment strategy necessary. Image: BofA Research Investment Committee
Price of Oil Forecast In contrast to futures market’s expectations, Goldman Sachs forecasts a positive outlook for oil prices over the next 3 months. Image: Goldman Sachs Global Investment Research
Utilities Flows Utility funds continue to attract strong inflows, making them a popular choice for investors seeking stable and predictable returns. Image: BofA Global Investment Strategy
India Equity Fund Flows Investor behavior and sentiment are frequently gauged by analyzing fund flows. Over the past week, India equity funds experienced record inflows, indicating a surge in optimism among investors. Image: BofA Global Investment Strategy
S&P 500 3-Month Performance During an Election Year In Presidential election years, June to August stands out as the strongest 3-month period of the year. The S&P 500 has been up 75% of the time, with an average return of 7.3% since 1928. Image: Carson Investment Research
Market – Geographical Breakdown of MSCI World Index Constituents The combined market capitalization of the Magnificent Seven would make it the second-largest country stock exchange globally. This would surpass the total value of many thriving economies. Image: BofA Global Research
Decomposition of S&P 500 Total Returns According to BofA, dividends are expected to play a larger role in S&P 500’s total returns in the future than they have over the past decade. Image: BofA US Equity & Quant Strategy
S&P 500 Performance One Year After >4% Monthly Gains Since 1950, the S&P 500 has never been lower a year after a monthly gain of over 4% in May. This period has been particularly profitable for investors, with an average gain of 20.1%. Image: Carson Investment Research
The U.S. Dollar As A Reserve Currency While the U.S. dollar’s status as the world’s reserve currency may evolve and share influence with other currencies, it is expected to remain a dominant currency for the foreseeable future. Image: BofA Global Research
S&P 500 Returns After >10% YTD End of May Bulls smile when the S&P 500 index has gained more than 10% after the first five months of the year, as the average return for the rest of the year has been 8.8% since 1950. Image: Carson Investment Research