Cumulative Bond Flows Government bonds and investment-grade (IG) corporate bonds have experienced substantial inflows over the last 12 months. Image: Deutsche Bank Asset Allocation

Mortgage-Backed Securities (MBS) Fund Flows Record inflows into mortgage-backed securities over the past week highlight the growing interest in this asset class among investors. Image: BofA Global Investment Strategy

How the S&P 500 Performance After Big Starts to Previous Election Years After a strong start to the election year, the U.S. stock market tends to regain momentum towards the end of Q2 and generally…

U.S. Treasury Price vs. 200-Day Moving Average Should investors continue shorting U.S. bonds until bond yields exceed 5%? Image: BofA Global Investment Strategy

Housing – Global House Prices With a year-over-year increase of 6.6%, U.S. house prices are posing a greater challenge for prospective homebuyers in their pursuit of purchasing a home. Image: BofA Global Investment Strategy

U.S. Core PCE Inflation For the past three months, U.S. core PCE inflation, the Federal Reserve’s favored gauge of inflation, has consistently exceeded the 2% target. Image: BofA Global Research

S&P 500 Performance (May – October) Broken Down by Presidential Cycle Sell in May and go away? Since 1950, the S&P 500 has shown an average return of 2.3% during the period from May through…

S&P 500 and Leveraged Long vs. Short ETF Volumes The degree of activity in leveraged long vs. short U.S. equity ETFs has experienced a substantial decline as sentiment shifts. Image: Topdown Charts

U.S. Economy A recent Deutsche Bank survey found that 45% of participants predict a “no-landing” scenario for the U.S. economy by the end of 2024. This suggests no recession and inflation will remain above the…

U.S. Nominal GDP The strength of U.S. nominal GDP has been crucially supported by fiscal and monetary policies, along with other contributing factors. Image: BofA Global Investment Strategy

Russell 2000 Forward P/E vs. Subsequent 10-Year Annualized Returns Should long-term investors increase their allocation to U.S. small-cap stocks, given the potential for 9% annualized ten-year returns suggested by the absolute forward P/E for the…