U.S. 30 Year Total Return Benckmark Government Index and All-Country World Total Return Index Could rising inflation be more painful for bonds than for equities? Image: BCA Research
Single Stock Liquidity Single stock liquidity is improving since March, but remains below average levels. Image: Goldman Sachs
Cumulative Front Month S&P 500 Futures Returns by Time of Day Gains in S&P 500 futures have occurred after-hours since March lows. Image: Goldman Sachs Global Investment Research
S&P 500 and Bullish Triangle Pattern The bullish triangle pattern could suggest 3800s into early 2021 for the S&P 500. Image: BofA Global Research
Performance – Top 5 Stocks vs. S&P 500 and Remaining S&P 500 Stocks Will the top 5 mega-tech stocks continue to underperform the S&P 500? Image: J.P. Morgan Asset Management
MSCI AC Asia Pacific Excluding Japan Index – MXAPJ Performance Before/After Bear Market Through Since 1970 The MSCI AC Asia Pacific Excluding Japan Index is up 66% from the March lows. The rally is much stronger than previous bounces since 1970.
Economies in Recession This year is ending with 93% of the world’s economies contracting, with 53% shrinking by more than 6%. Image: BofA Global Research
IPO Market in the U.S. The U.S. IPO market heats up in 2020, but more unprofitable companies are going public. Image: Bloomberg
2020 Inflows: Equities, Bonds, Cash and Gold There is still a lot of cash on the sideline, which could be put to work in the market. Image: BofA Global Investment Strategy
Inflows as % of Assets Under Management (AUM) Cash, gold and tech are the largest inflows this year, amid the coronavirus pandemic. Image: BofA Global Investment Strategy
IPO and Secondary Offerings Net S&P 500 Buybacks This is the first time since 2009 that equity issuance is higher than S&P 500 buybacks. Image: BofA Global Investment Strategy