Consensus EPS Revision
Consensus EPS Revision Consensus EPS estimates for 2021 and 2022 have plateaued. Will U.S. stocks continue to do well? Image: BofA US Equity & Quant Strategy
Consensus EPS Revision Consensus EPS estimates for 2021 and 2022 have plateaued. Will U.S. stocks continue to do well? Image: BofA US Equity & Quant Strategy
G3 Credit Impulse and Global Manufacturing PMI (Leading Indicator) G3 credit impulse tends to lead global manufacturing PMI by 12 months. Image: Nordea and Macrobond
Investing in the S&P 500 Index Is the S&P 550 a buy at any time for long-term investors? Image: Goldman Sachs Global Investment Research
U.S. GDP Forecasts BofA expects U.S. GDP to grow at 6% annual rate in Q4 2021. Image: BofA Global Research
S&P 500 Quarterly Operating Earnings per Share Over the past eighty years, the median long-term annual growth rate in earnings for the S&P 500 is about 8%. Image: Richardson Wealth
S&P 500 Dividend Yield – U.S. CPI Inflation YoY The S&P 500 dividend yield minus CPI inflation has turned deeply negative. Image: The Daily Shot
2-Year Government Bond Yield Moves in Selected Countries Bond traders expect monetary policy to tighten. Image: Deutsche Bank
Consumer Confidence and U.S. 10Y-2Y Yield Curve Historically, the U.S. 10Y-2Y Treasury yield curve tends to follow U.S. consumer confidence. Image: Nordea and Macrobond
S&P 500 Index Returns in October Historically, the last week of October tends to be bullish for U.S. stocks. Image: LPL Research
CME’s Bitcoin Reference Price vs. Futures Only Return Buying Bitcoin via futures could be costly for long-term investors. Image: The Wall Street Journal
U.S. Equity Market – S&P 500 vs. Value Line Arithmetic Index The broad equity market has been flat, but is now starting to breakout. Image: Alpine Macro