S&P 500 Tech / S&P 500 vs. U.S. 10-Year Treasury Yield and Trailing EPS
S&P 500 Tech / S&P 500 vs. U.S 10-Year Treasury Yield and Trailing EPS Will the outperformance of U.S. tech stocks continue? Image: BCA Research
S&P 500 Tech / S&P 500 vs. U.S 10-Year Treasury Yield and Trailing EPS Will the outperformance of U.S. tech stocks continue? Image: BCA Research
Estimated Average Daily Retail Equity Buy-Sell Flow and Smart Money Flow Index Individual investors have bought all the dips this year, while institutional investors have de-risked their portfolios. Image: Morgan Stanley Wealth Management
Transitory and Persistent Inflation Persistent inflation continues to rise. Image: BofA Global Research
Commodities – Commodity Spot Index Are commodity prices on the way to the moon? Image: The Daily Shot
Treasuries Total Return Index Should investors expect total returns on U.S. Treasuries to be positive next year? Image: Lohman Econometrics
Institutional, Private Client and Household Allocation to Bonds Are investors too pessimistic about the outlook for bonds? Image: BofA Global Investment Strategy
Inflation – U.S. Used Car Prices When will the surge in U.S. used car prices end? Image: BofA Global Investment Strategy
Gold vs. U.S. 10-Year Real Yields and U.S. Dollar Index – 3-Month Correlation of Weekly Return Generally, U.S. 10-year real yields and the U.S. dollar are negatively correlated with the price of gold. Image: Goldman…
U.S. GDP The slowdown in U.S. GDP is expected to be short-lived. Image: J.P. Morgan Asset Management
WTI Crude Oil Price Seasonality Seasonality suggests that oil prices tend to move lower into year end. Image: Topdown Charts
National Income vs. GDP and U.S. Recessions Fast rising compensation of employees tends to precede economic slowdowns in the United States. The U.S. economic recovery is expected to slow down in 2022. Image: Real Investment…