S&P 500 Sector Return Dispersion
S&P 500 Sector Return Dispersion J.P. Morgan expects rates will increase into year-end, which could contribute to a meaningful pullback in the S&P 500. Image: J.P. Morgan Asset Management
S&P 500 Sector Return Dispersion J.P. Morgan expects rates will increase into year-end, which could contribute to a meaningful pullback in the S&P 500. Image: J.P. Morgan Asset Management
U.S. Federal Surplus / Deficit vs. U.S. Dollar The widening U.S. Federal deficit suggests a further depreciation of the U.S. dollar. Image: Real Investment Advice
Real Returns in Governement Bonds over the Last 5 Years Real returns in U.S. governement bonds are negative over the last 5 years, as in many other countries. Image: Deutsche Bank
Brent Crude Oil and GDP G3 (Leading Indicator) Brent crude oil prices tend to lead GDP G3 growth by 15 months. Image: Nordea and Macrobond
Share of Net Wealth Generated by Stocks Between 1990 and Mid-2020 Why stock picking is hard? Only 1.5% of all stocks have generated net wealth over the past 30 years. Image: BofA Global Research
Inflation – Wage Survey Leading Indicator Wage growth is expected to increase. Will wages increases lead to inflation? Image: Goldman Sachs Global Investment Research
Tech – 14 Disruptive Moonshot Technologies BofA suggests 14 moonshot technologies that could disrupt several industries. Image: BofA Global Research
Financials Corporate Client Buybacks and Percent of Sector Market Capitalization Financials buybacks are booming, which is good news for financial stocks. Image: BofA Securities
SPAC IPOs by Week Despite regulatory pressure, SPAC issuance has accelerated. Image: Goldman Sachs Global Investment Research
Single Stocks Options Notional Open Interest Ahead of Monthly Expiry Should traders and investors be more cautious on a triple witching day? Image: Goldman Sachs Global Investment Research
When Do You Expect the Fed to Begin to Signal Tapering of Asset Purchases? Will the Fed announce QE tapering by year end? Image: BofA Global Fund Manager Survey