Author: isabelnet

S&P 500 Futures and 50-Day Moving Average Morgan Stanley remains bearish on the U.S. stock market for this fall. Image: Morgan Stanley Research

1000-Point Milestone for the Dow Jones Industrial Average So far, the sun shines on the U.S. stock market. But historically, market exuberance does not end well. Image: Real Investment Advice

U.S. Household Debt Payments – Financial Obligations Ratio The ratio of U.S. household debt payments to disposable income is at all-time lows. Image: BofA Global Research

University of Michigan Long-Run Inflation Expectations Will long-run inflation expectations remain in the comfort zone? Image: BofA Global Research

European vs. Global Equities Projections European equities are expected to underperform global equities over the next 12 months. Image: BofA Global Research

FedEx vs. World Trade (Leading Indicator) Fedex tends to lead world trade by 6 months. Image: Nordea and Macrobond

Earnings Expectations – S&P 500 Index and 12-Month Forward EPS Are earnings expectations too optimistic? Image: Morgan Stanley Wealth Management

U.S. Dollar – Reaction to Global Recoveries So far, the U.S. dollar continues to follow the historical pattern after global recoveries. Image: Arbor Research & Trading LLC

Central Banks – Quarterly Pace of Fed, ECB, BoJ, BOE Net Purchases (Quantitative Easing – QE) The pace of global central bank purchases is expected to turn negative in Q1 2022. Image: BofA Global Research

Last 50 Years Annualized Equity Minus Bond Return Should long-term investors buy equities over bonds? Image: Deutsche Bank Research

Relative Performance – U.S. Value vs. Growth In a lower growth world, are growth stocks going to permanently outperform value stocks? Image: BofA Global Investment Strategy