U.S. Dollar DXY Index vs. Stock Prices (U.S. vs. Global Ex-U.S.)
U.S. Dollar DXY Index vs. Stock Prices (U.S. vs. Global Ex-U.S.) How long will the strength of the U.S. dollar last? Image: BCA Research
U.S. Dollar DXY Index vs. Stock Prices (U.S. vs. Global Ex-U.S.) How long will the strength of the U.S. dollar last? Image: BCA Research
S&P 500 Drawdowns From 2 Year Highs Do investors have the courage to invest in U.S. stocks right now? Image: Fidelity Investments
ISM Manufacturing PMI and Recession Probability Morgan Stanley’s recession indicator signals a 27% probability of a downturn in the next 12 months. Image: Morgan Stanley Wealth Management
Commodities Breadth Tapering After a historic two years, should investors be bearish on commodities right now? Image: Topdown Charts
U.S. Dollar May the U.S. dollar be reaching a peak? Image: BofA Global Investment Strategy
Total Return – Government Bonds and Gold An inflation shock hurts government bond returns significantly, as yields increase. Image: Gavekal, Macrobond
S&P 500 – The Secular Bull Market Roadmap So far, U.S. stocks continue to behave like a secular bull market. Image: Fidelity Investments
U.S. Dollar Around Fed Hikes Will the U.S. dollar peak at this stage of the Fed’s hiking cycle. Image: Deutsche Bank
U.S. Headline Inflation Rate Projections With slightly better inflation news, U.S. headline inflation is expected to decline throughout the rest of the year. Image: Pictet Asset Management
NYSE Composite Index vs. 100-Week Moving Average Could the NYSE Composite break its 100-week moving average to the downside significantly? Image: Real Investment Advice
Stocks – Cash & Equivalent and Short Term Investment FAAMG have plenty of cash, which could be used to buyback shares or boost dividend payments. Image: BofA Research Investment Committee