U.S. Government Total Outlays

U.S. Government Total Outlays U.S. federal government spending has risen sharply since the 2020s, sparking debates about fiscal responsibility and the long-term implications for the U.S. economy. Image: BofA Global Investment Strategy

Top 10 Stocks as % of S&P 500

Top 10 Stocks as % of S&P 500 In recent years, there has been a substantial rise in concentration among the top 10 companies in the S&P 500, which has raised concerns about potential risks…

Seasonality Trends in MSCI AC World Index (Global Equities)

Seasonality Trends in MSCI AC World Index (Global Equities) July has historically been a strong month for global equities, offering opportunities for investors to capture potential gains. Image: BofA Global Quantitative Strategy

U.S. Dollar to Japanese Yen (USD/JPY)

U.S. Dollar to Japanese Yen (USD/JPY) Goldman Sachs has updated its projections for the USD/JPY exchange rate, anticipating the US dollar to reach 155 yen in three months, 155 yen in six months, and 150…

Where Do You See S&P 500 at Year End?

Where Do You See S&P 500 at Year End? Just 4.7% of JPM clients hold high expectations for the S&P 500 index, believing that it will surpass 6,000 by the end of 2024. This indicates…