Monthly U.S. Equity Mutual Fund and ETF Flows Recently, U.S. equity fund flows have been weak, with sustained outflows driven by trade policy uncertainty and cautious investor sentiment. Image: Goldman Sachs Global Investment Research
U.S. Inflation Expectations U.S. inflation expectations have declined over the past month, making consumers more optimistic than in April. However, sentiment is still weaker than six months ago, with uncertainty persisting due to ongoing tariff…
Breakdown of Household Equity and Mutual Fund Ownership by Wealth Percentile Stock ownership in the U.S. is increasingly concentrated—the wealthiest 1% currently holds 51% of total household equity assets. Image: Goldman Sachs Global Investment Research
S&P 500 Various Declines per Year Market fluctuations are normal in investing, so effectively understanding and managing volatility is crucial for investors aiming to achieve favorable returns in financial markets. Image: Carson Investment Research
U.S. Equity Sentiment Indicator – Equity Positioning A reading of -1.3 on the Goldman Sachs U.S. Equity Sentiment Indicator signals cautious investor positioning, which has historically preceded gains in the S&P 500 over the following…
Gold – Composition of Global Official Reserves Driven by record central bank purchases and a sharp rise in price, gold has surpassed the euro as the world’s second-largest reserve asset. Image: Financial Times
Share of Global Market Capitalization The United States, with 64% control of the global equity market, significantly influences the global financial landscape by attracting investments and shaping market trends, overshadowing all other countries. Image: Goldman…
Developed Market Valuations While the macroeconomic outlook has weakened, the U.S. stock market’s forward P/E ratio has moved back toward pre-Liberation Day levels. Image: TS Lombard
Brent Crude Oil Prices – Biggest Weekly Jumps Fueled by a sudden escalation in Middle East conflict and concerns over major supply disruptions, Brent crude oil prices experienced one of their biggest weekly gains since…
AAII U.S. Investor Sentiment Bearish Readings While AAII U.S. investor pessimism has eased to a 20-week low, bearish sentiment remains modestly elevated relative to historical averages, indicating that caution lingers even as market conditions improve.…
U.S. 10-Year Treasury Term Premium The increasing term premium signals that investors require greater compensation for the risks inherent in holding longer-term bonds, reflecting increased concerns about interest rate and inflation over longer durations. Image:…