China – Evergrande and Global Markets (Survey)
China – Evergrande and Global Markets (Survey) Will Evergrande have a limited impact on global markets? Image: Deutsche Bank
China – Evergrande and Global Markets (Survey) Will Evergrande have a limited impact on global markets? Image: Deutsche Bank
Gold Miners vs. S&P 500 and Market Breadth Valuations of gold miners relative to the S&P 500 look attractive. Should investors expect a short-term upside in gold miners? Image: Topdown Charts
Corporate Profits – S&P 500 Index Trailing 12-Mo. Operating Margin and U.S. CPI Less U.S. PPI The gap between CPI and PPI is deeply negative. Are U.S. coporate profits at risk in the next 12…
Valuation – Chinese Growth Stocks Chinese growth stocks are not a bargain yet. Image: BCA Research
U.S. Equity Market Sentiment and S&P 500 The equity risk indicator from Morgan Stanley is in the fear zone. Image: Morgan Stanley Research
Earnings – Annual EPS Revision History Will 2022 earnings revisions decline? Image: BofA US Equity & Quant Strategy
Revision to Consensus S&P 500 EPS Have consensus earnings estimates for 2021 the potential to rise again? Image: BofA US Equity & Quant Strategy
S&P 500 Futures and 50-Day Moving Average Should investors buy the dip on U.S. stocks? Image: The Daily Shot
U.S. Data Surprises – Inflation and Growth Is stagflation a real threat in the United States? Image: Deutsche Bank
China Stock Market – Shanghai Stock Exchange Composite Index Does the future look brighter for Chinese stocks? Image: BofA Global Investment Strategy
S&P 500: Reaction to Recoveries from Global Slowdowns Will the S&P 500 continue to rise over the next 10 months, or follow the historical pattern after global recoveries? Image: Arbor Research & Trading LLC