Change in U.S. Inflation Around the Start of Recessions
Change in U.S. Inflation Around the Start of Recessions On average, U.S. inflation tends to fall during recessions. Image: Deutsche Bank
Change in U.S. Inflation Around the Start of Recessions On average, U.S. inflation tends to fall during recessions. Image: Deutsche Bank
U.S. Treasury Liquidity and MOVE Indices Will U.S. Treasury liquidity continue to deteriorate? Image: BofA Global Research
U.S. Dollar Index (DXY) and Internation vs. Domestic Sales Exposure Will the U.S. dollar fall next year, as the United States enters recession? Image: Alpine Macro
Inflation – Rent Growth U.S. rents are falling, but this is not yet reflected in the CPI. Image: BofA Global Research
Annual Change in Global Equity Market Capitalization The global equity market capitalization has lost $30tn year-to-date. Image: Goldman Sachs Global Investment Research
Valuation – Total U.S. Market Capitalization as a Percent of GDP Should investors expect more pain for the U.S. stock market? Image: Morgan Stanley Wealth Management
Flows into All Dividend Funds Strong flows into dividend funds this year. Image: Goldman Sachs Global Investment Research
Small Cap Stocks – Forward 12-Month Price/Earnings Ratio and S&P 600 Relative to S&P 500 Should investors favor U.S. small-cap stocks, as they trade at a discount relative to the S&P 500? Image: Morgan Stanley…
Inflows to Equities vs. Allocations to Equities Despite the fact that FMS investors are very bearish equities, there is no capitulation yet. Image: BofA Global Investment Strategy
FMS Investors – Net % Saying Short-Term Rates Will be Lower vs. Higher in 12 Months The odds of a Fed policy pivot in the next 12 months are rising. Image: BofA Global Fund Manager…
U.S. Treasury Federal Deficit or Surplus The federal government’s budget deficit continues to grow at a rapid pace. Image: The Daily Shot