S&P 500 – Russell 2000 (Small Caps) Outperforms Russell 1000 (Large Caps) by 3% of More Historically, when small caps have outperformed large caps by 3% of more, the S&P 500 has been higher a…
U.S. Inflation – Core PCE and Core CPI Inflation is trending downward towards the Fed’s 2% target, a crucial aspect of its monetary policy aimed at maintaining price stability and anchoring inflation expectations at a…
U.S. Large Cap Flows Investor interest in U.S. large-cap funds has surged in 2024, with inflows to these funds positioned to be the second largest on record. Image: BofA Global Investment Strategy
Survey – Credit Investors: What Are Your Biggest Concerns? The 2024 U.S. election outcome could significantly impact fiscal policy, debt, interest rates, inflation, and economic growth, which are key concerns for U.S. credit investors. Image:…
30-Year U.S. Treasury Total Return Index Over the past four years, 30-year U.S. Treasury bonds have experienced their worst loss in over a century, with a decline of 54% in total return. Image: BofA Global…
S&P 500 Earnings The S&P 500 is expected to report strong earnings growth for the second quarter of 2024, driven primarily by the “Magnificent Seven” companies. Image: Deutsche Bank Asset Allocation
Small Cap Stocks – Relationship Between Relative Fwd P/E of Russell 2000 vs. Russell 1000 and Subsequent 10-Year Annualized Relative Returns For long-term investors, periods when small-cap stocks are trading at a significant discount to…
S&P 500 and U.S. IPO Activity The increased IPO activity in the United States, combined with the positive trends in global markets, suggests a potentially bullish medium-term outlook for IPOs as market conditions continue to…
Sentiment – U.S. Put Call Ratio Composite A relatively low put/call ratio is often interpreted as a sign of heightened bullish sentiment or greed in the market, which is frequently viewed as a contrarian indicator.…
Inflation – U.S. CPI Forecasts With inflation high, the Fed’s interest rate cut decisions require a delicate balance between price stability, economic expansion and employment support. Image: BofA Global Investment Strategy
S&P 500 – Largest 7 Stocks vs. Rest of Index Investing heavily in the largest seven U.S. stocks in a portfolio tends to underperform the rest of the S&P 500 index over the long term,…