Author: isabelnet

Federal Funds Rate vs. Wages and Salaries Is the Federal Reserve behind the curve on wage growth? Image: Morgan Stanley Wealth Management

S&P 500 vs. EM ex-China Has the S&P 500 relative to EM ex-China equities peaked? Image: BofA Global Investment Strategy

Global Equities – MSCI ACWI vs. ISM New Orders ISM new orders could suggest negative global equity returns. Image: BofA Global Investment Strategy

BB HY Monthly Total Returns U.S. BB rated high yield corporate bonds have dropped sharply in January. Image: BofA Global Investment Strategy

Interest Rates – Number of Fed Rate Hikes Prices in by the Market Will inflation accelerate the pace of Fed rate hikes? Image: J.P. Morgan Asset Management

Inflation – U.S. Wholesale Used Vehicule Price Index Does transitory inflation take time? Used car prices in the United States continue to skyrocket. Image: The Daily Shot

Global Equity Markets – MSCI ACWI Index with HY/IG Flows BofA sees a rates shock this year and remains bearish on equities and credit. Image: BofA Global Investment Strategy

Valuation – S&P Growth vs. S&P Value Should investors continue to favor value stocks relative to growth stocks? Image: Richardson Wealth

Valuation – Fed Rate Hikes vs. S&P 500 P/E Is the U.S. stock market facing strong headwinds at the start of the Fed’s hiking cycle? Image: BofA Global Investment Strategy

Global U.S. Dollar Reserves Will global U.S. dollar reserves continue to decrease over time? Image: Alpine Macro

U.S. Dollar – Sentiment and Positioning Investors sentiment is bullish on the U.S. dollar. Image: Topdown Charts