Author: isabelnet

U.S. Unemployment Rate Consensus Forecasts Is the U.S. labor market too hot for the Federal Reserve’s liking? Image: BofA Global Investment Strategy

Valuation – Rule of 20 vs. S&P 500 Total Return Index The rule of 20 (P/E + CPI) still suggests that U.S. equities are overvalued. Image: Real Investment Advice

Potential Pathways for Inflation – U.S. Headline CPI Could a more moderate pace of tightening provide a tailwind to U.S. stocks and credit? Image: J.P. Morgan Asset Management

Tech Stocks – U.S. 30-Year Yield and META Some tech stocks tend to be a simple derivative of interest rates Image: BofA Global Investment Strategy

Russian Gas Flows to Northwest Europe How long will the energy crisis last in Europe? Image: BofA Global Research

Tech Stocks – Apple and U.S. Job Openings Some tech stocks tend to be correlated with the U.S. labor market. Image: BofA Global Investment Strategy

S&P 500 Monthly Median Returns and % of Years with Positive Return since 1985 Historically, September has been challenging for U.S. stocks. Image: Goldman Sachs Global Investment Research

U.S. Home Prices – Case-Shiller National Home Price Index and Model-Implied Goldman Sachs expects flat U.S. home prices next year, which is good news for homebuyers. Image: Goldman Sachs Global Investment Research

S&P 500 Earnings Revisions Breadth and S&P 500 NTM EPS How will earnings growth drive the U.S. stock market? Image: Morgan Stanley Research

Hedge Fund Net Leverage Aggregate hedge fund net leverage remains high compared to the average level. Image: Goldman Sachs Global Investment Research

Percent U.S. Job Losses in Post WWII Recessions The U.S. job market has recovered quickly. Image: Calculated Risk