U.S. Real GDP
U.S. Real GDP U.S. real GDP is expected to reach the pre-crisis trend in 2022. Image: Oxford Economics
U.S. Real GDP U.S. real GDP is expected to reach the pre-crisis trend in 2022. Image: Oxford Economics
Valuation – Current Enterprise Value/Trailing 12-Month Sales – Russell 1000 Growth Index and Russell 1000 Value Index Are U.S. growth stock valuations becoming too high? Image: Morgan Stanley Wealth Management
Cash Rolling 10-Year Annualized Returns Where should U.S. investors put their cash to work? Image: BofA Global Investment Strategy
Large Cap Stocks in Periods of Rising Inflation Are large cap stocks a hedge in periods of rising inflation? Image: Arbor Research & Trading LLC
Spread Between Equity and Government Bond 10-Year Rolling Returns Will U.S. stocks continue to outperform government bonds? Image: BofA Global Investment Strategy
The Long-Term Correlation Between U.S. Stocks and U.S. Interest Rates Rising interest rates tend to have a negative effect on earnings and the stock market. Image: Real Investment Advice
Valuation – Energy Price-to-Book and Relative Price-to-Book vs. S&P 500 Measured by the price-to-book ratio, the energy sector looks relatively cheap. Should investors expect energy stocks to rise in 2022? Image: BofA US Equity &…
Cash – Currency and Deposits of DM Households Could the excess accumulation of cash drive global stock markets higher? Image: Capital Economics
S&P 500 Earnings Estimates Through 2022 Morgan Stanley still expects S&P 500 earnings to rebound to $205 in 2021 and $209 in 2022. Image: Morgan Stanley Research
AUM in Global ESG Bond Funds AUM in global ESG bond funds shows no signs of slowing down. Image: BofA Global Research
How Many Times Do You Think The Fed Will Raise Rates? FMS investors expect 1.5 Fed rate hikes in 2022 and do not expect the Fed to tighten aggressively. Image: BofA Global Fund Manager Survey