Author: isabelnet

U.S. Treasury Market Depth The U.S. Treasury market depth remains very low since the Russia-Ukraine conflict. Image: Goldman Sachs Global Investment Research

Equity Fund Flows vs. ISM Manufacturing Will equity fund inflows continue to slow as the U.S. economy decelerates? Image: Deutsche Bank Asset Allocation

ISM Manufacturing Index vs. S&P 500 Positive Sales Surprises Should U.S. equity investors expect small positive sales surprises ahead? Image: Morgan Stanley Wealth Management

U.S. Equities – Margin Debt and S&P 500 Is the sharp decline of margin debt a contrarian bullish signal for U.S. stocks? Image: Morgan Stanley

Inflation – Core PCE and CPI Core PCE and core CPI are expected to decline substantially in 2022 and 2023. Will the Fed be more dovish than expected? Image: Goldman Sachs Global Investment Research

The Evolution of Recession and Expansion Lengths Long expansions are not necessarily followed by deeper recessions. Image: Scotiabank GBM Portfolio Strategy

Crude Oil Price Returns Is the price of crude oil on the way to the moon? Image: BofA Global Investment Strategy

Equity Fund Flows Globally Including Mutual Funds and ETFs The month of May has seen inflows into equity funds globally, despite the negative headlines. Image: J.P. Morgan

Performance – S&P 500 vs. Retail Favorites Will retail investor stock picks continue to underperform the S&P 500 this year? Image: J.P. Morgan

S&P 500 Index Returns 1-Year After Midterm Elections Since 1950, U.S. stocks have been higher a year after midterm elections. Image: LPL Research

Valuation – U.S. Small Cap Stocks, Fwd P/E Should U.S. equity investors consider overweighting small-cap stocks in their portfolio? Image: J.P. Morgan