U.S. Dollar and Share of Total Emerging Markets External Debt Emerging markets are vulnerable to a stronger US dollar, as most of the EM external debt is dollar-dominated. Image: Goldman Sachs Global Investment Research
Cumulative Central Bank Balance Sheets Who’s afraid of the balance sheet expansion by central banks? Image: Bianco Research
Percentage of Popular Vote and Electoral College Vote for Winning Candidate in U.S. Presidential Elections Since 1789 Winning the popular vote doesn’t ensure victory in the United States. Image: J.P. Morgan
Performance of the S&P 500 on the 10 Days Following U.S. Presidential Elections The S&P 500 has gained an average 1.7% on the 10 days following U.S. Presidential elections since 1944. Image: Statista
Growth vs. Value and U.S. vs. Eurozone Will growth continue to outperform value in 2021? Image: J.P. Morgan
S&P 500 Returns Across Different Presidents’ First Terms The S&P 500 is up 55% under President Trump. This is the fourth-best return for a first-term president. Image: Bloomberg
10-Year U.S. Treasury Yields: 2016 vs. 2020 Are higher Treasury yields coming? This chart suggests that 2020 looks very similar to 2016. Image: Morgan Stanley Research
Analysts’ Expected S&P 500 Gains in 12 Months Analysts are optimistic and expect the S&P 500 to be up 16.1% in 12 months. Image: The Daily Shot
U.S. Treasury Yields Since 2003 Including U.S. Cycles and Key Trends Chart suggesting that the current move in U.S. Treasuries coincide with the recovery phase of the U.S. economic cycle. Image: Morgan Stanley Research
Volatility of VIX Index The VIX volatility could suggest a shift in the business cycle or a structural shift. Image: Morgan Stanley Wealth Management
U.S. 10-Year Treasury Yield Barometer of Coronavirus/Vaccine vs. Reopening Portfolio / Lockdown Portfolio Are higher Treasury yields coming on the approval of a coronavirus vaccine? Image: BofA Global Investment Stratey