Valuation Percentile for S&P 500 and U.S. 10-Year Yields
Valuation Percentile for S&P 500 and U.S. 10-Year Yields How long will valuations remain near their all-time highs? Image: Goldman Sachs Global Investment Research
Valuation Percentile for S&P 500 and U.S. 10-Year Yields How long will valuations remain near their all-time highs? Image: Goldman Sachs Global Investment Research
S&P 500 Index – Seasonal Pattern The S&P 500 Index continues to track its seasonal pattern. Image: Lohman Econometrics
Equities – MSCI Taiwan / MSCI Asia (Total Return in US$) If China attempts to invade Taiwan, what would it mean for stocks? Image: Gavekal, Macrobond
Yield Curve – U.S. 10Y-2Y Treasury Yield Spread and U.S. 2-Year Treasury Yield Does the flattening of the yield curve signal skepticism about the prospects for economic growth? Image: Morgan Stanley Research
Commodities Ex-Gold vs. Gold Commodities ex-gold vs. gold looks very extended. Is it time to be cautious? Image: Topdown Charts
Average Net Buying (Selling) of U.S. Single Stocks by Institutional and Private Clients Can tax-loss harvesting improve investor returns? Image: BofA Securities
Equities – MSCI ACWI Total Return vs. U.S. High Yield/High Grade Total Return Relative Is credit a bearish sign for global equities? Image: BofA Global Investment Strategy
S&P 500 – Inflation vs. Stock Returns Historically, inflation spikes do not bode well for equity returns. Image: Real Investment Advice
Real Total Return Performance of U.S. 60/40 Portfolio When will the next lost decade occur for a U.S. 60/40 portfolio? Image: Goldman Sachs Global Investment Research
S&P 500 – >20% YTD Return at the End of October When the first 10 months are up more than 20%, the final two months of the year tend to be bullish for U.S. stocks.…