Author: isabelnet

Share of Bitcoin in Total Crypto Market Capitalization Will Bitcoin’s share of the total crypto market capitalization continue to fall? Image: J.P. Morgan

Stocks – Net % Say Large Caps Will Beat Small Caps (FMS Investors) Will large caps beat small caps? Image: BofA Global Fund Manager Survey

FMS Investors – U.S. ISM Index YoY vs. Net % Expecting Stronger Economy Will the U.S. ISM index drop below 50 in 2022Q2 ? Image: BofA Global Fund Manager Survey

Oil Price Relative to U.S. Personal Disposable Income The impact of the recent oil surge, adjusted for U.S. personal incomes, is much smaller than that of previous oil shocks. Image: Alpine Macro

S&P 500 Index Performance After Long Streaks >30 for the VIX End A move of the VIX below 30 tends to be bullish for U.S. stocks. Image: LPL Research

2Y-10Y U.S. Treasury Yield Curve vs 3M-10Y U.S. Treasury Yield Curve The steepening of the 3-month/10-year U.S. Treasury yield curve suggests that the Fed’s monetary policy tightening could be slower. Image: Morgan Stanley Wealth Management

Energy Sector vs. Fed Funds Rate Should investors expect oil prices to fall when the Fed hikes rates? Image: Real Investment Advice

U.S. 10-Year Breakeven Inflation Rate and U.S. 10-Year Real Rate As the risk of stagflation is rising, will the Fed maintain a loose policy? Image: Goldman Sachs Global Investment Research

Global Equities – 200-Day Moving Average Breadth Should investors expect further declines in global equities? Image: Topdown Charts

12-Month S&P 500 Returns Following Peaks and Troughs of Consumer Sentiment Historically, troughs in consumer sentiment tends to precede big stock market returns. Image: J.P. Morgan Asset Management

VIX – Market Shocks in a Historical Perspective The volatility of the Russia-Ukraine conflict on U.S. stocks is equivalent to that of the Gulf War (1990–91). Image: Pictet Asset Management