S&P 500 Consensus Long-Term Growth Forecast
S&P 500 Consensus Long-Term Growth Forecast The S&P 500 consensus long-term growth is at record high. Is this a bearish signal? Image: BofA US Equity & Quant Strategy
S&P 500 Consensus Long-Term Growth Forecast The S&P 500 consensus long-term growth is at record high. Is this a bearish signal? Image: BofA US Equity & Quant Strategy
Household + Mutual Fund Ownership of U.S. Equities Household + mutual fund ownership of U.S. equities is increasing dramatically. Image: Goldman Sachs Global Investment Research
China GDP Growth China’s GDP growth is expected to rebound to 5.5% in 2022. Image: Morgan Stanley Research
U.S. 10Y-2Y Treasury Yield Curve and Real Fed Funds Rate The U.S. 10Y-2Y yield curve has declined. Will the Fed raise interest rates more quickly than expected? Image: Morgan Stanley Wealth Management
Global ESG Bond Funds Flows Global ESG bond funds flows show no signs of slowing down. Image: BofA Global Research
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