S&P 500 – Average Stock % Decline from 52 Week High The average stock decline is near the -2 standard deviation level. Should U.S. equity investors expect a bounce? Image: Strategas Asset Management
Federal Funds Rate and Core PCE Inflation Will the Fed hike rates above core PCE inflation? Image: Deutsche Bank
Consumer Expectations – What Do You Expect of the U.S. Economy over the Next 12 Months? Most American consumers are not very optimistic about the U.S. economy over the next 12 months. Image: BofA Global…
Net % of FMS Investors That Are Overweight/Underweight Equities vs. YoY Change in S&P 500 Returns Are FMS investors too pessimistic about global stocks? Image: BofA Global Fund Manager Survey
U.S. Corporate Debt to Equity U.S. corporate debt to equity is just 25%. Image: BofA Global Research
Manufacturing PMIs Manufacturing PMIs suggest that the industrial sector may continue to weaken ahead. Image: BofA Global Research
Energy Crisis – Germany 2-Year Asset Swap Spreads Could the Germany energy crisis turn into a deep recession? Image: BofA Global Investment Strategy
Valuation – S&P 500 Historical P/E Ratio in Different Inflation Environments Should U.S. equity investors expect lower stock valuations, as U.S. core PCE remains elevated? Image: Guggenheim Partners
U.S. Bear Markets and Recoveries Bear markets don’t last forever. When will U.S. stocks recover from the current downturn? Image: Goldman Sachs Global Investment Research
Various September S&P 500 Index Returns Should U.S. equity investors brace for a volatile September? Image: Carson Investment Research
S&P 500 Index Alongside Recessions and Bottoms Historically, the S&P 500 tends to bottom during a recession, and usually not until mid-way through. Image: Deutsche Bank