S&P 500 Index – Over/Under Valuation
S&P 500 Index – Over/Under Valuation S&P 500 valuation remains stretched. Should investors pay more attention to P/E ratios? Image: Real Investment Advice
S&P 500 Index – Over/Under Valuation S&P 500 valuation remains stretched. Should investors pay more attention to P/E ratios? Image: Real Investment Advice
Euro to U.S. Dollar (EUR/USD) and Core Inflation Difference (Leading Indicator) EUR/USD could continue to drop, as core inflation in the U.S. has increased. Image: Nordea and Macrobond
Inflation – The Price of Thanksgiving The American Thanksgiving dinner will be much more expensive this year, as turkey prices are surging. Image: BofA Global Investment Strategy
Fed Funds Rate Less Year-Over-Year Change of Consumer Price Index The difference between the fed funds rate and the CPI is the largest on record. Image: Morgan Stanley Wealth Management
Real U.S. 30-Year Interest Rates How long will real U.S. 30-year interest rates remain negative? Image: BofA Global Investment Strategy
European Stocks – STOXX Europe 600 Price Level and Forecasts Goldman Sachs expects the STOXX Europe 600 at 530 in 2022. Image: Goldman Sachs Global Investment Research
Cash – U.S. Corporate Liquid Assets How long can the U.S. stock market keep rising? U.S. companies are sitting on $7 trillion in cash. Image: BofA Research Investment Committee
Correlation Between Cyclically Adjusted P/E and Forward Returns The current Shiller P/E suggests that U.S. equity investors should expect anemic returns over the next 10 years. Image: Goldman Sachs Global Investment Research
U.S. 2/10 Yield Curve Historically, the U.S. 2/10 yield curve tends to flatten on average 16 months after the S&P 500 low. Image: Strategas Research Partners
Hit Ratio of Cash Relative Performance for Different Investment Horizons Will bonds underperform cash? Image: Goldman Sachs Global Investment Research
Gold and the Misery Index The divergence between gold and the misery index is widening. Image: BofA Global Research