Author: isabelnet

Inflation – Global CPI Consensus Forecast Will global CPI continue to rise in 2022? Image: BofA Global Investment Strategy

Global EPS Consensus Forecast Global EPS growth estimates for 2022 are falling. Will global stocks follow? Image: BofA Global Investment Strategy

Liquidity Indicator and U.S. Recessions Liquidity remains an interesting indicator of the state of the U.S. business cycle. Image: Longview Economics

U.S. Dollar Non-Commercial Net Positioning Currently, traders are bullish on the U.S. dollar. Image: Real Investment Advice

Fed Funds vs. NFIB Small Business Jobs Hard to Fill Historically, higher wage inflation is associated with higher Fed funds. Image: BofA Global Investment Strategy

Valuation – Global GDP vs. Global Market Capitalization Is the global market capitalization to global GDP a sign of global equity overvaluation? Image: Richardson Wealth

U.S. 10Y-2Y Treasury Yield Curve Pre- and Post-Recessions Will the yield curve continue to steepen? Image: Truist

G3 Credit Impulse and MSCI ACWI vs. 10-Year UST (Leading Indicator) Is it time to switch to defensives? Image: Oxford Economics

Commodities – Commodity Spot Index Return Will commodities continue to rise this year? Image: Arbor Research & Trading LLC

Equities – MSCI U.S. vs. Earning Revision Ratio for MSCI U.S. Will U.S. equities continue to deliver after earnings revisions began to fade? Image: J.P. Morgan

S&P 500 and 50-Day Moving Average Could the 50-day moving average spell more bad news for U.S. stocks? Image: Real Investment Advice