Valuation – Global GDP vs. Global Market Capitalization
Valuation – Global GDP vs. Global Market Capitalization Is the global market capitalization to global GDP a sign of global equity overvaluation? Image: Richardson Wealth
Valuation – Global GDP vs. Global Market Capitalization Is the global market capitalization to global GDP a sign of global equity overvaluation? Image: Richardson Wealth
U.S. 10Y-2Y Treasury Yield Curve Pre- and Post-Recessions Will the yield curve continue to steepen? Image: Truist
G3 Credit Impulse and MSCI ACWI vs. 10-Year UST (Leading Indicator) Is it time to switch to defensives? Image: Oxford Economics
Commodities – Commodity Spot Index Return Will commodities continue to rise this year? Image: Arbor Research & Trading LLC
Equities – MSCI U.S. vs. Earning Revision Ratio for MSCI U.S. Will U.S. equities continue to deliver after earnings revisions began to fade? Image: J.P. Morgan
S&P 500 and 50-Day Moving Average Could the 50-day moving average spell more bad news for U.S. stocks? Image: Real Investment Advice
S&P 500 and NYSE Stocks Advance-Decline Line Higher lows for the NYSE stocks advance-decline line could be bullish for the S&P 500. Image: BofA Global Research
Survey – Equity Correction Should investors expect a 10% S&P 500 correction before year end? Image: Deutsche Bank Research
S&P 500 and Long Term Trend Line Should investors worry that the S&P 500 is very extended from its long term trend line? Image: Richardson Wealth
Correlation Patterns Across Macro Assets – Relationship with Growth-Driven Inflation vs. Relationship with Adverse Inflation Should investors expect reflationary dynamics to dominate? Image: Goldman Sachs Global Investment Research
Z-Score of Sentiment Score by S&P 500 Sector Consumer staples stocks are out of favor among investors. Is it time for buyers to start looking? Image: BofA US Equity & Quant Strategy