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

MOVE Index vs. U.S. 10Y-2Y Yield Curve

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 – Broad Commodity ETFs Flows into broad commodity ETFs are massive this year. Image: Arbor Research & Trading LLC

U.S. Federal Deficit and Balance Sheet Expansion

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

AAII Bearish Sentiment

AAII Bearish Sentiment The AAII Bearish Sentiment reached a low at 19.8%, which is contrarian bearish. Image: BofA Global Research