Flows – Broad Commodity ETFs
Flows – Broad Commodity ETFs Flows into broad commodity ETFs are massive this year. Image: Arbor Research & Trading LLC
Flows – Broad Commodity ETFs Flows into broad commodity ETFs are massive this year. Image: Arbor Research & Trading LLC
Real 10-Year U.S. Treasury Yield Has the real 10-year U.S. Treasury yield bottomed out? Image: Deutsche Bank
Returns After Long Streaks Without A New High, Yet Within 1% Of A New High Whole Time Experienced stock traders tend to never short a dull market. Image: LPL Research
U.S. Net International Investment Position (NIIP) as a Share of GDP Is the U.S. net international investment position (NIIP) a cause of concern? Image: Gavekal, Macrobond
Sentiment – Global Risk Appetite Index The global risk appetite index remains positive, but is drifting down. Image: Credit Suisse Research
U.S. Federal Deficit and Balance Sheet Expansion Is the U.S. fiscal and monetary policy response to the COVID-19 crisis appropriate to ensure continued economic growth? Image: Deutsche Bank
Bitcoin – Downside Target Is there more downside for Bitcoin? Image: Bloomberg
AAII Bearish Sentiment The AAII Bearish Sentiment reached a low at 19.8%, which is contrarian bearish. Image: BofA Global Research
Where Do You See the S&P 500 by the End of this Year? Will the S&P 500 index reach 4,400 to 4,600 points by the end of this year? Image: J.P. Morgan
WTI Crude Oil Technicals Technicals suggest higher oil prices are possible. Image: Fundstrat Global Advisors, LLC
Inflation vs. S&P 500 Trailing P/E The U.S. equity market tends to see multiple compression when inflation rises (R² = 0.54). Image: BofA US Equity & Quant Strategy