S&P 500 DDM-Implied Fair Value Goldman Sachs forecasts the U.S. 10-year Treasury yield at 1.6% by the end of 2021 and the S&P 500 to reach 4,700 (base case scenario). Image: Goldman Sachs Global Investment…

China – Evergrande and Global Markets (Survey) Will Evergrande have a limited impact on global markets? Image: Deutsche Bank

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

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

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