S&P 500 Weekly Announced Buybacks

S&P 500 Weekly Announced Buybacks U.S. share buyback authorization announcements continue to rise, reflecting companies’ confidence in their financial positions and their commitment to returning value to shareholders. Image: Deutsche Bank Asset Allocation

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

U.S. Dollar to Japanese Yen (USD/JPY) Goldman Sachs expects the Japanese yen to strengthen against the U.S. dollar over the next 12 months. This forecast suggests a potential shift in the currency exchange dynamics. Image:…

GWIM Debt Holdings as % of AUM

GWIM Debt Holdings as % of AUM The debt allocation of BofA’s private clients has declined to 21%, remaining below the average level. Image: BofA Global Investment Strategy

ISM Manufacturing PMI and ISM New Orders – Inventories

ISM Manufacturing PMI and ISM New Orders – Inventories The spread between U.S. ISM New Orders and Inventories suggests a promising upward trend in the ISM manufacturing PMI, with new orders increasing at a more…

Money Market Flows

Money Market Fund Flows Despite the U.S. equity market’s upward trend since its low in 2022, conservative investors continue to exhibit a strong inclination towards holding cash. Image: BofA Global Investment Strategy

S&P 500 Normalized P/E vs. Subsequent Annualized Returns

S&P 500 Normalized P/E vs. Subsequent Annualized Returns Given current high valuations, it is likely that the U.S. stock market will experience lackluster returns over the next 10 years Image: BofA US Equity & Quant…

Housing – Global House Prices

Housing – Global House Prices Rising 6.1% year-over-year, U.S. house prices are posing a greater challenge for prospective homebuyers in their pursuit of purchasing a home. Image: BofA Global Investment Strategy