Recession – U.S. Real Retail Sales Over the past two years, real retail sales in the U.S. have remained weak, indicating a persistent sluggishness in consumer spending. Image: Real Investment Advice

S&P 500 Performance After >20% Pre-Election Years Following a pre-election year gain exceeding 20%, the S&P 500 index has consistently shown positive growth during the election year, with an average increase in value of 11.3%…

Weekly Loan Fund Flows Investors are exhibiting a cautious approach, as evidenced by significant outflows from U.S. loan funds. Image: BofA Global Research

Aggregate G6 Central Bank Balance Sheet The aggregate G6 central bank balance sheet is expected to continue decreasing in 2024 and 2025 as central banks unwind their pandemic-era asset purchase programs through quantitative tightening measures.…

S&P 500 vs. U.S. Dollar Index A recovery in risk sentiment and higher equity prices has coincided with a weakening of the U.S. dollar, suggesting that investors are shifting their preferences towards riskier assets. Image:…

S&P 500 and NYSE Daily Advancing Volume 10x More than Daily Declining Volume When the daily advancing volume on the NYSE is ten times greater than the daily declining volume, it typically leads to higher…

Flows into Equity and Bonds Funds Substantial inflows into equity and bond funds are fueled by investor optimism regarding falling inflation and the potential for interest rate cuts by the Fed. Image: Deutsche Bank Asset…

S&P 500 with >100 52-Week Highs and >300 10-Day Highs on the Same Day On July 16, 2024, the strong breadth of over 100 S&P 500 stocks hitting 52-week highs and 300 reaching 10-day highs,…

Gold Flows The largest inflow to gold funds in four weeks reflects a growing interest among investors amid expectations of interest rate cuts and geopolitical uncertainties. Image: BofA Global Investment Strategy

Inflation and Shipping Costs Global shipping rates usually lead producer prices by six months, indicating a potential rise in the Consumer Price Index in the near future. Image: BofA Global Investment Strategy

Performance of Gold and Fed Cutting Cycles Federal Reserve interest rate cuts are often perceived as favorable for gold prices, particularly during periods of economic downturn. Image: Goldman Sachs Global Investment Research