Author: isabelnet

ECB Staff Forecasts on Inflation How much trust should investors have in the ECB’s inflation forecasts? Image: Deutsche Bank

China Credit Impulse and Germany PMI (Leading Indicator) China credit impulse tends to lead Germany PMI by 6 months. Image: Scotiabank GBM Portfolio Strategy

U.S. 30-Year Mortgage Rates vs. 10-Year U.S. Treasury Yield U.S. 30-year mortgage rates have fallen to record low, but remain elevated relative to the 10-year U.S. Treasury yield. Image: Goldman Sachs Global Investment Research

Small Cap Stocks – Russell 2000 vs. S&P 500 and 10Y-2Y Treasury Yield Curve Will small-caps outperform large-caps? Image: Alpine Macro

S&P 500 Performance After U.S. Election Years If the President is re-elected, the S&P 500 tends to do much better the year after the election. Image: LPL Research

S&P 500 – Bullish Head and Shoulders If supports hold, the S&P 500 could have bullish breakouts with upside potential to 3588 and then 3640. Image: BofA Global Research

Global Equity Fund Flows and U.S. Elections Historically, global equity fund flows have improved after U.S. elections. Image: Goldman Sachs Global Investment Research

Net Positioning Among Asset Managers in Treasury Futures Contracts Investors expect higher long-term bond yields as the economy improves in the future. Image: Financial Times

S&P 500 Monthly Performance Based on U.S. 10-Year Rates Move Since 1998 Historically, large increases of real rates tend to weigh on equities. Image: Goldman Sachs Global Investment Research

U.S. Election – Donald Trump vs. Joe Biden and the U.S. Economy Americans think that Donald Trump will be better for the U.S. economy if he is re-elected rather than if Joe Biden is elected. Image: BofA Global Research

Cumulative U.S. Equity Fund Flows Around U.S. Presidential Elections Since 2004 Positive flows into U.S. equity funds could support a further rise in the S&P 500 after the U.S. presidential election. Image: Goldman Sachs Global Investment Research