Inflation in the Euro Zone
Inflation in the Euro Zone Has headline inflation peaked in the euro zone? Image: Alpine Macro
Inflation in the Euro Zone Has headline inflation peaked in the euro zone? Image: Alpine Macro
Cumulative Change in Three-Month Interest Rates Futures Across DM Economies Markets expect higher interest rates in several DM economies. Image: Goldman Sachs Global Investment Research
U.S. Treasuries vs. Bond Volatility Is it time to be bullish on U.S. Treasury bonds? Image: Topdown Charts
Volatility – Gold, S&P 500 and Bitcoin Bitcoin volatility is still high, but should fall over time. Image: BofA Global Research
AAII Survey – Average S&P 500 Returns After % of Bullish Investors Dropped Below 20% The AAII Bullish Sentiment is below 20%, which is contrarian bullish. Image: Truist
Tech Weight in S&P 500 Tech weight in the S&P 500 is near record high, but fundamentals are much stronger than during the dot-com bubble. Image: BofA US Equity & Quant Strategy
Rolling 6-Month Excess Return of Hedge Fund VIPs vs. S&P 500 The most popular hedge fund long positions have largely underperformed the broader market over the past 12 months. Image: Goldman Sachs Global Investment Research
S&P 500 Index Operating Margin and U.S. Corporate High Yield Index High yield bonds may suggest a decline in corporate operating margins. Image: Morgan Stanley Wealth Management
Recession – 10-Year U.S. Treasuries Minus Fed Funds Rate Historically, an inverted yield curve has been an excellent predictor of recessions in the United States. Image: BofA Global Research
Yield Curve – 2Y/10Y U.S. Treasury Yield Spread and 2Y/10Y German Treasury Yield Spread The U.S. and German yield curves are decoupling, suggesting a slower economic activity in the United States. Image: Morgan Stanley Wealth…