Author: isabelnet

U.S. Population Who Is Retired The coronavirus pandemic is pushing more Americans into retirement. Image: BCA Research

U.S. Equities – Seasonality and Presidential Cycle Year 1 Will February 2022 be a challenging month for U.S. equities? Image: True Insights

S&P 500 Median Earnings Beat The earnings beat for the median S&P 500 company remains above the historical average. Image: Deutsche Bank Asset Allocation

U.S. Household Debt Outstanding as a Percentage of Annual Nominal GDP U.S. household debt as a percentage of nominal GDP remains stable. Image: Goldman Sachs Global Investment Research

U.S. Dollar Index vs. Commodities A strong U.S. dollar tends to be bearish for commodities. Image: Real Investment Advice

Valuation – Nasdaq Composite Index Next 12 Months Price/Earnings Ratio After the January sell-off, the valuation of the Nasdaq is becoming more attractive. Image: Morgan Stanley Wealth Management

S&P 500 Energy Sector Valuations The valuation of the energy sector remains cheap relative to the S&P 500. Image: Topdown Charts

BB vs. BBB Corporate Bond Spread The relative spread between BB and BBB corporate bonds remains stable, which is good news. Image: Morgan Stanley Wealth Management

Median S&P 500 Returns After Buying S&P 500 10% Off Its High Long-term equity investors shouldn’t worry too much when the S&P 500 is 10% off its high. Image: Goldman Sachs Global Investment Research

Total Return of Various Assets around the Globe Should investors consider Chinese government bonds? Image: Gavekal, Macrobond

Bitcoin – S&P 500 Futures Correlation Bitcoin’s correlation with S&P 500 futures is growing Image: The Daily Shot