Performance – U.S. vs. Developed Market Equities ex-U.S. Price Relative How long will U.S. equities continue to outperform the rest of the world? Image: BofA Global Investment Strategy
Valuation – S&P 500 Forward Price-to-Sales Ratio Measured by forward price-to-sales, the S&P 500 looks expensive. Image: The Daily Shot
Hit Rate of Outperformance vs. S&P 500 and Average Alpha of High Beta Stocks Historically, November tends to be a good month for high beta stocks. Image: BofA US Equity & Quant Strategy
Number of Oil and Gas Rigs Worldwide The number of oil and gas rigs worldwide is increasing, but remains low. Image: Gavekal, Macrobond
U.S. Yields, Equities and Fed Funds through Various Fed Balance Sheet Phases Will slow tapering send U.S. yields higher this time? Image: Deutsche Bank
Premium Spent on Buy-to-Open Single-Stock Option Transactions Retail options traders are back in droves. Image: BofA Global Research
Commodities – Commodity Super-Cycle Historically, commodity super cycles tend to last for years. Image: Fidelity Investments
Yield Curves and Recessions Is a recession on the horizon in the United States, as the yield curve is flattening? Image: Goldman Sachs Global Investment Research
Hit Rate for S&P 500 (% Positive Returns) in Months of Small Cap Leadership vs. All Months Generally small caps tend to outperform when the U.S. economy is growing. Could small caps regain leadership? Image: BofA US Equity & Quant Strategy
Performance – MSCI EM/S&P 500 Why are emerging market equities underperforming the S&P 500 for so long? Image: The Daily Shot
S&P 500 Relative to its 200-Day Moving Average When will the S&P 500 retest its 200-day moving average? Image: The Daily Shot