German Stocks vs. Japanese Stocks

German Stocks vs. Japanese Stocks Germany and Japanese equities remain below pre-COVID highs. Image: BofA Global Investment Strategy

Cash Flows

Cash Flows Will flows into cash continue to be strong as rates rise? Image: BofA Global Investment Strategy

Ownership of U.S. Government Bond Market

Ownership of U.S. Government Bond Market Foreign investors remain the larger owners of U.S. Treasuries. Image: Goldman Sachs Global Investment Research

Housing Market – U.S. MBA Purchase Index

Housing Market – U.S. MBA Purchase Index Mortgage applications are on a downward trend as mortgage rates rise, which is a major factor in the slowdown in the U.S. housing market. Image: BofA Global Investment…

Average Movements in 2s10s Slope Around U.S. Recessions

Average Movements in 2s10s Slope Around U.S. Recessions Historically, when the U.S. 2s10s yield curve has been inverted by more than -100bps, a U.S. recession is currently happening or will happen within 8 months. Is…

Germany 2-Year Government Bond Yield

Germany 2-Year Government Bond Yield The German 2-year government bond yield, considered to be the most sensitive to European Central Bank (ECB) policy rate expectations, continues to rise. Image: The Daily Shot

Real Gold Price vs U.S. 10-Year TIPS

Real Gold Price vs U.S. 10-Year TIPS The relationship between gold and real yields has been evolving over time. Image: Morgan Stanley Research