Author: isabelnet

Internet-Searches for Inflation in the U.S. Americans’ fears about inflation are high, as Google search activity for “inflation” in the United States continues to rise. Image: BofA Global Research

Flows – Fixed-Income Assets Flows into Treasury-Inflation Protected Securities (TIPS) funds have been very strong, as they offer investors protection against rising inflation. Image: BofA Global Research

Returns – 20+ Year Treasury Bond ETF Drawdown Should investors consider long-maturity Treasuries after the market selloff? Image: The Daily Shot

S&P 500 Median Performance Around First Fed Rate Hikes Historically, the S&P 500 tends to do well during Fed rate hike cycles. Image: J.P. Morgan

Stocks with Stable Growth vs. Volatile Growth Rolling 12-Month Excess Return and ISM Manufacturing Index (Inverted) Stable stocks tend to outperform in a slowing economy. Image: Goldman Sachs Global Investment Research

Fed Tightening Cycles vs. U.S. Inflation Expectations Should investors brace for a hard landing? Image: Goldman Sachs Global Investment Research

CRB Commodity Prices and DXY Dollar Index Historically, there is an inverse relationship between commodity prices and the U.S. dollar. Image: Alpine Macro

Commodities – UN Food Price Index The Russia-Ukraine conflict drives food prices to record high. Image: BofA Global Investment Strategy

Fed Tightening and U.S. Recessions Should investors be worried when the Fed stops raising or cuts rates? Image: Goldman Sachs Global Investment Research

Recession – Proportion of U.S. Yield Curve Inverted When the number of inverted yield curves exceeds 50%, the risk of a recession in the United States increases significantly. Image: Goldman Sachs Global Investment Research

U.S. Dollar Spot Index Will the U.S. Dollar continue to weaken as inflation expectations fall, which could impact interest rates? Image: The Daily Shot