Performance – U.S. vs. China Stocks Price Relative
Performance – U.S. vs. China Stocks Price Relative Will China stocks continue to outperform U.S. stocks in the coming months? Image: BofA Global Investment Strategy
Performance – U.S. vs. China Stocks Price Relative Will China stocks continue to outperform U.S. stocks in the coming months? Image: BofA Global Investment Strategy
S&P 500 Performance After Three Consecutive Days NYSE Advancers of 74% or Greater Three consecutive days NYSE advancers of 74% or greater suggest a bullish outlook for the S&P 500 over the next 12 months,…
U.S. Investement Grade Corporate Bond Spreads Will U.S. Investment Grade corporate bond spreads remain unchanged for an extended period? Image: BofA Global Investment Strategy
U.S. Coporate vs. Government Bond Returns Since March 2020, U.S. corporate bonds have significantly outperformed government bonds. Will this trend continue in the coming months? Image: BofA Global Investment Strategy
Valuation – Real Assets vs. Financial Assets The price of real assets relative to financial assets being very low suggests that investors should consider owning more real assets, such as real estate and precious metals.…
Real GDP and Inflation The U.S. economy has avoided recessions and stagflations 90% of the time, inspiring confidence in investors and showcasing the country’s commitment to long-term economic stability and growth. Image: BofA US Equity…
Market Breadth – Percentage of MSCI AC World Stocks Above 200-Day Moving Average The decline in prices and selling pressure in April did not have a negative impact on the breadth of the market. Image:…
Inequality – Distribution of Stock Ownership Stock ownership in the United States is concentrated among the top 10% of Americans, who own almost 90% of the stocks. Image: Real Investment Advice
Money Market Assets Under Management Following a Fed rate cut, money market funds typically experience outflows 12 months later as investors adapt portfolios and manage risk exposure in response to shifting interest rates and market…
Japan Stocks vs. China Stocks Despite economic challenges and geopolitical risks, Chinese equities have rallied over the past 3 months. Image: BofA Global Investment Strategy
S&P 500 3-Month Seasonal Returns and Presidential Cycle Year 4 June to August historically shines during election years, as it represents the strongest 3-month period in the fourth year of the presidential cycle, up 75%…