Bitcoin Correlations with Asset Classes
Bitcoin Correlations with Asset Classes Bitcoin is positively correlated with equities and commodities. Should more investors add Bitcoin to their portfolio? Image: BofA Global Research
Bitcoin Correlations with Asset Classes Bitcoin is positively correlated with equities and commodities. Should more investors add Bitcoin to their portfolio? Image: BofA Global Research
Oil – The Five-Year Brent Forecast Should investors expect oil prices to rise over the next few years? Image: BCA Research
Median CPI Inflation Around Pandemics/Wars Historically, inflation has not risen sharply following pandemics, because pandemics tend to lower aggregate demand. Image: Goldman Sachs Global Investment Research
U.S. Real GDP and Stock-to-Bond Ratio (Leading Indicator) The stock-to-bond ratio tends to lead U.S. real GDP by 5 months. Image: Alpine Macro
Inflation – UN Food and Agriculture World Food Price Index Will global food prices continue to soar? Image: BofA Global Investment Strategy
Inflation vs. S&P 500 YoY Price Returns Historically, the S&P 500 has generated the highest returns in periods of low single-digit inflation. Image: BofA US Equity & Quant Strategy
AAII Investor Sentiment Survey and S&P 500 Index Return The AAII investor sentiment is a useful contrarian indicator. Image: Jeroen Blokland
Valuation – Price to Earnings and Average Annual Return Valuations do matter as they have an impact on return expectations. Image: Richardson Wealth
Indications of Consumer Saving Should investors expect more consumer spending than saving? Image: Arbor Research & Trading LLC
Summary Table of Bubble Characteristics and Risks Are there bubble signs that should make investors cautious? Image: Goldman Sachs Global Investment Research
Annualized Performance of Various Asset Classes During the 1970s Gold and commodities tend to do well during periods of high inflation. Image: BofA Global Research