Performance – Ratio of Russell 2000 Index to Nasdaq Composite Small-cap stocks are currently at a record low relative to the Nasdaq Composite. Factors that could drive small-cap stocks to outperform include a rise in…
U.S. GDP Growth BofA forecasts a robust U.S. GDP growth of 2.3% quarter-over-quarter (QoQ) seasonally adjusted annual rate (SAAR) in Q2 2024, reflecting the bank’s confidence in the resilience of the American economy. Image: BofA…
Cumulative Global Equity Fund Flows Across Regions In 2024, U.S. equities have seen notable inflows, indicating a resurgence of investor confidence despite ongoing concerns about valuations. Image: Goldman Sachs Global Investment Research
S&P 500 Performance After >50% of the Components Make a 20-Day High When more than 50% of S&P 500 components hit a 20-day high, the S&P 500 index tends to perform strongly in the following…
Cumulative Large Cap vs Small Cap Equity Flows Since 2021, U.S. large-cap funds have seen significantly higher inflows compared to U.S. small-cap funds, highlighting a broader trend of investor preference for larger, established companies. Image:…
U.S. Small Cap Fund Flows The recent surge in inflows to U.S. small-cap funds highlights a favorable outlook on small-cap stocks as an investment option, as investors appear to be reallocating some of their assets…
Performance – U.S. vs. Global ex-U.S. Given that U.S. equities are at record highs compared to global stocks, should long-term investors consider reallocating a larger portion of their portfolios to global ex-U.S. stocks instead of…
Inflation – U.S. Core PCE and Core CPI Goldman Sachs’ forecast of a continuous decline in U.S. core PCE and core CPI suggests a potential slowdown in inflationary pressures, which could have significant implications for…
How the S&P 500 Does in an Election Year If the President Is Up for Re-Election or Not Historically, U.S. stocks tend to perform well in election years when the incumbent president is running for…
Rolling 24 Month Correlation Between U.S. Treasury Bonds and Equities Amid high inflation, UST bonds become less effective as a hedge against U.S. stocks, as rising prices erode bond payouts and interest rate hikes lead…
S&P 500 and New 52-Week Highs and New 52-Week Lows The improvement in the percentage of S&P 500 stocks at new 52-week highs can be seen as a confirmation of a cyclical bull market. This…