Author: isabelnet

Interest Rates – Fed Funds Rate Should investors prepare for more tightening than expected? Image: Goldman Sachs Global Investment Research

S&P 500 Valuation Multiples S&P 500 valuation multiples remain stretched and well above averages. Image: Goldman Sachs Global Investment Research

NFT Universe Market Capitalization Is the market cap of NFT on the way to the moon? Image: J.P. Morgan

Returns – S&P 500 Index Performance Preceding the First Fed Rate Hike Historically, the S&P 500 tends to do well before the first Fed rate hike. Image: True Insights

Fed Assets as a Percentage of GDP Will the Fed balance sheet decline to 20% of GDP by the end of 2025? Image: Deutsche Bank

U.S. Equity Price Returns from Each Valuation Decile Should U.S. equity investors expect negative annualized returns over the next 5 years? Image: Goldman Sachs Global Investment Research

Stocks – Energy and Financial Stocks on Rising Yields Will 2022 be a good year for energy and financial stocks? Image: TS Lombard

Cash – Total Liquid Assets of U.S. Nonfinancial Corporates The U.S. corporate cash pile grew to US$7 trillion in Q3 2021. Image: BofA Research Investment Committee

Wage Inflation – U.S. Average Hourly Earnings Expectations U.S. average hourly earnings rose more than expected in December. Image: BofA Global Investment Strategy

Coronavirus – Ratio Covid Deaths to Cases in South Africa One reason to be optimistic about the Omicron variant is that the ratio of Covid deaths to cases in South Africa has dropped significantly. Image: BofA Global Research

Percent of Time the S&P 500 Has Risen during Economic Expansions Economic expansions tend to be bullish for the S&P 500. Image: Truist