Real U.S. Household Net Worth vs. GDP The current wealth of American households, marked by an unprecedented gap between net worth and GDP, raises concerns about sustainability. A correction may occur if asset prices begin…
U.S. Households Allocation to Corporate Equities as a % of Financial Assets Historically, periods of high household equity allocation have been followed by lower market returns, suggesting that current trends may signal potential risks for…
U.S. Dollar Forecast BofA’s outlook suggests a continued decline of the U.S. dollar until the end of 2025, driven by anticipated interest rate cuts and changing global economic conditions. Image: BofA Global Research
S&P 500 Performance After >20% Pre-Election Years Following a pre-election year gain exceeding 20%, the S&P 500 index has consistently shown positive growth during the election year, with an average increase in value of 11.3%…
Weekly Loan Fund Flows Investors are exhibiting a cautious approach, as evidenced by significant outflows from U.S. loan funds. Image: BofA Global Research
Aggregate G6 Central Bank Balance Sheet The aggregate G6 central bank balance sheet is expected to continue decreasing in 2024 and 2025 as central banks unwind their pandemic-era asset purchase programs through quantitative tightening measures.…
S&P 500 vs. U.S. Dollar Index A recovery in risk sentiment and higher equity prices has coincided with a weakening of the U.S. dollar, suggesting that investors are shifting their preferences towards riskier assets. Image:…
S&P 500 and NYSE Daily Advancing Volume 10x More than Daily Declining Volume When the daily advancing volume on the NYSE is ten times greater than the daily declining volume, it typically leads to higher…
Flows into Equity and Bonds Funds Substantial inflows into equity and bond funds are fueled by investor optimism regarding falling inflation and the potential for interest rate cuts by the Fed. Image: Deutsche Bank Asset…
S&P 500 with >100 52-Week Highs and >300 10-Day Highs on the Same Day On July 16, 2024, the strong breadth of over 100 S&P 500 stocks hitting 52-week highs and 300 reaching 10-day highs,…
Gold Flows The largest inflow to gold funds in four weeks reflects a growing interest among investors amid expectations of interest rate cuts and geopolitical uncertainties. Image: BofA Global Investment Strategy