U.S. 30-Year Government Bond Returns

U.S. 30-Year Government Bond Returns The 30-year U.S. Treasury bond is currently experiencing a challenging period in terms of its annual return, as it is on track for the 3rd worst annual return since 1919.…

Valuation – U.S. Equity Market Capitalization to GDP

Valuation – U.S. Equity Market Capitalization to GDP The U.S. equity market cap to GDP ratio is near an all-time high at approximately 187%, suggesting a significant overvaluation of the U.S. stock market. Image: Goldman…

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

U.S. Dollar vs. Japanese Yen (USD/JPY) When yields on U.S. Treasury bonds are higher than those on Japanese government bonds, it can lead to a weakening of the Japanese yen relative to the U.S. dollar.…

U.S. Investement Grade Corporate Bond Spreads

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

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

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 Forecasts

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…