Valuation – FY2 P/E Premium of Growth vs. Value
Valuation – FY2 P/E Premium of Growth vs. Value The valuation spread between Growth and Value is still well above its long-term average. Image: Goldman Sachs Global Investment Research
Valuation – FY2 P/E Premium of Growth vs. Value The valuation spread between Growth and Value is still well above its long-term average. Image: Goldman Sachs Global Investment Research
MOVE Index vs. U.S. 10Y-2Y Yield Curve Should investors expect a steeper yield curve and more fixed-income volatility? Image: Variant Perception Research
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