Gold to Copper Ratio
Gold to Copper Ratio The gold-to-copper ratio is a reliable barometer of global economic health. Image: Alpine Macro
Gold to Copper Ratio The gold-to-copper ratio is a reliable barometer of global economic health. Image: Alpine Macro
S&P 500 and Recent Quadruple Witching Dates May quadruple witching spell some relief to U.S. stocks? Image: Fundstrat Global Advisors, LLC
6-Week Cumulative Flows to Tech Stocks Should investors continue to dump tech stocks in favor of cyclicals? Image: BofA Global Investment Strategy
Inflation – U.S. Headline CPI Expectation for the Next Five Years Market expectations for inflation for the next 5 years continue to fall, as investors see transitory inflation. Image: Arbor Research & Trading LLC
Correlation – CCC vs. BBB-rated U.S. Corporate Bonds Investors rush into junk bonds. Is it time to worry? Image: Arbor Research & Trading LLC
Valuation – U.S. 10-Year Real Yields and S&P 500 12-Month Forward P/E U.S. 10-year real yields help explain the stock market valuation. UBS targets 4400 for the S&P 500 for 2021. Image: UBS
Equity – FMS Global Equities Allocation Peak optimism? FMS global equities allocation remains at a high level. Image: BofA Global Fund Manager Survey
Treasury Market – U.S. 10-Year Nominal Treasury Yields and 10-Year Breakevens Have growth and inflation peaked? Image: Morgan Stanley Research
Model Estimates for WTI Crude Oil Should investors expect higher oil prices, as vaccines should end the pandemic? Image: Arbor Research & Trading LLC
Is Bitcoin a Bubble? 81% of FMS investors think so. Image: BofA Global Fund Manager Survey