6-Month Treasury Bill Yield vs. S&P 500 Cyclically-Adjusted Earnings Yield Should investors favor U.S. T-bills over U.S. stocks? Image: Goldman Sachs Global Investment Research
G10 Latest and Consensus Inflation Rates The inflation genie is out of the bottle, but consensus still expects inflation to drop to 2% by 2024. Image: BofA Global Research
Cases of Inflation Above 5% in Advanced Economies and Years to Decline to 2% Will it take years to bring inflation down to 2%? Image: BofA Global Research
Flows – Cumulative Weekly Inflow to Passive Equity Funds Will flows into passive equity funds continue to rise? Image: BofA Global Investment Strategy
U.K. 10-Year Government Bond Yield Daily Change U.K. bond yields soar after the U.K. pound sterling hits record low against the U.S. dollar. Image: The Daily Shot
U.S. Dollar and Peak in U.S. 2-Year Yields Will the U.S. dollar stay strong as long as the Fed remains hawkish? Image: Goldman Sachs Global Investment Research
S&P 500 Valuation and Buffett Indicator – Inflation-Adjusted Market Capitalization to GDP Ratio Buffett’s market indicator remains very elevated despite the market sell-off. Image: Real Investment Advice
Days from Peak in U.S. 2-Year Yield to End of Fed Hiking Cycles Will the U.S. 2-year Treasury yield peak before the end of the Fed’s hiking cycle? Image: Goldman Sachs Global Investment Research
S&P 500 Performance in Two Other Rough Midterm Years Will the S&P 500 bounce back into the end of the year? Image: Carson Investment Research
Proportion of Global Central Banks Hiking Central banks around the world are clearly in tightening mode in response to inflation. Image: Goldman Sachs Global Investment Research
Equity Markets – Absolute Net % OW (by Sector), FMS Investors Are healthcare, staples and energy the best sectors to invest in right now? Image: BofA Global Fund Manager Survey