Weekly High Grade Fund Flows Over the past week, substantial inflows of $5.25 billion into U.S. high-grade funds and ETFs demonstrate strong investor confidence in their potential returns. Image: BofA Global Research

G10 Policy Rates The majority of G10 central banks are either currently cutting rates or are expected to start soon, reflecting a broader global disinflationary trend and changing economic conditions. Image: Goldman Sachs Global Investment…

Tech/Telecom/Healthcare vs. Financials/Energy/Materials as % of Global Equities Should long-term investors consider buying the dip in sectors such as Financials, Energy, or Materials? Image: BofA Global Investment Strategy

Current Market Pricing for Fed Funds Rate Traders predict that the Federal Reserve’s terminal rate, which marks the end of the rate cut cycle, will be around 3%. Image: BofA Global Investment Strategy

China Exports China’s exports increased by 2.6% since October 2023, mainly due to demand from regions outside the U.S. However, challenges persist, including weak domestic demand and geopolitical tensions that may impact future trade. Image:…

Real GDP in U.S. Deutsche Bank has significantly revised its U.S. GDP growth forecast for the second half of 2025 and early 2026, citing trade policy shocks and tighter financial conditions. Image: Deutsche Bank

ISM Manufacturing PMI and ISM New Orders – Inventories The spread between U.S. ISM New Orders and Inventories suggests a positive upward trend in the ISM manufacturing PMI, with new orders increasing at a more…

Real Estate Flows The longest streak of inflows into REITs since March 2022 highlights investor confidence in the long-term value and resilience of the real estate sector, driven by expectations of potential Fed rate cuts.…

Real U.S. Household Net Worth vs. GDP The current wealth of American households, marked by an unprecedented gap between net worth and GDP, raises concerns about sustainability. A correction may occur if asset prices begin…

U.S. Households Allocation to Corporate Equities as a % of Financial Assets Historically, periods of high household equity allocation have been followed by lower market returns, suggesting that current trends may signal potential risks for…

U.S. Dollar Forecast BofA’s outlook suggests a continued decline of the U.S. dollar until the end of 2025, driven by anticipated interest rate cuts and changing global economic conditions. Image: BofA Global Research