Crude Oil Net Positioning
Crude Oil Net Positioning Crude oil net-long contracts are rising and remain elevated. Will oil prices peak soon? Image: Real Investment Advice
Crude Oil Net Positioning Crude oil net-long contracts are rising and remain elevated. Will oil prices peak soon? Image: Real Investment Advice
S&P 500 Index vs. Conference Board Consumer Confidence Index The S&P 500 Index and consumer sentiment have diverged since July 2021. Should investors expect market weakness? Image: Morgan Stanley Wealth Management
Survey – Oil Prices Are investors right about the price of oil? Image: Deutsche Bank Research
Total Returns for EM Debt, U.S. HY, U.S. IG and U.S. Treasuries Should EM debt be part of a long-term portfolio? Image: BofA ETF Research
Transition from QE-Winners to QE-Losers The transition from QE-winners to QE-losers has begun in 2021/22. Image: BofA Global Investment Strategy
History of Interest Rates Interest rates can remain low for an extended period of time until the economy rises again. Image: Real Investment Advice
Story Counts on “Profit Warnings” Should investors be worried that 3Q21 had the third highest number of “profits warnings” story counts since 2011? Image: BofA Global Research
U.S. 30-Year Fixed Mortgage Rates With Treasury yields rising, are ultra-low mortgage rates over? Image: BofA Global Research
Median Quarterly Excess Return in Stagflationary Periods Health care and energy tend to outperform in stagflationary environments. Image: Goldman Sachs Global Investment Research
Environments in the U.S. of High Inflation and Slow GDP Growth Are investors at risk of stagflation as inflation rises and GDP growth slows? Image: Goldman Sachs Global Investment Research
U.S. Dollar Index vs. Commodities Can commodities withstand a stronger U.S. dollar? Image: Morgan Stanley Wealth Management