Crude Oil Price Returns
Crude Oil Price Returns Is the price of crude oil on the way to the moon? Image: BofA Global Investment Strategy
Crude Oil Price Returns Is the price of crude oil on the way to the moon? Image: BofA Global Investment Strategy
Equity Fund Flows Globally Including Mutual Funds and ETFs The month of May has seen inflows into equity funds globally, despite the negative headlines. Image: J.P. Morgan
Performance – S&P 500 vs. Retail Favorites Will retail investor stock picks continue to underperform the S&P 500 this year? Image: J.P. Morgan
S&P 500 Index Returns 1-Year After Midterm Elections Since 1950, U.S. stocks have been higher a year after midterm elections. Image: LPL Research
Valuation – U.S. Small Cap Stocks, Fwd P/E Should U.S. equity investors consider overweighting small-cap stocks in their portfolio? Image: J.P. Morgan
VIX Index Around U.S. Recessions Will U.S. equity markets remain volatile amid inflation and recession fears? Image: Gavekal, Macrobond
U.S. Mortgage Rates vs. House Price Growth (Leading Indicator) Historically, rising mortgage rates tend to cool house prices. Image: Macrobond
Financial Conditions vs. U.S. 10-Year Real Rate Should investors expect tighter financial conditions? Image: BofA Global Research
Average and Median Equity Duration U.S. equities are 25% more sensitive to interest rate moves than other developed market equities. Image: Morgan Stanley Wealth Management
S&P 500 – Net Insider Buying Insider buying tends to be highest around market lows, which is good news for the S&P 500. J.P. Morgan Equity Macro Research
Small-Cap Stocks – S&P 500 Large-Cap Index vs S&P 600 Small-Cap Index Super Sector Weight Trends U.S. small-cap stocks could be under more pressure as U.S. GDP growth slows. Image: Topdown Charts