Personal Savings Rates
Personal Savings Rates Is the increase in personal savings good news for markets? Image: Goldman Sachs Global Investment Research
Personal Savings Rates Is the increase in personal savings good news for markets? Image: Goldman Sachs Global Investment Research
Nominal GDP – World’s 10 Biggest Economies in 2020 The United States, China, Japan, Germany and the United Kingdom are the five largest economies in the world. Image: CNBC
U.S. 10-Year Treasury Yield and Structural Acceleration in Inflation Should investors expect higher 10-year U.S. Treasury yields? Image: Gavekal, Macrobond
CTAs’ Net Positions in Gold Futures vs. the Gold Futures Price CTAs have increased their net long positions in gold futures. Image: Nomura
Price to Sales Ratio vs. 10-Year Forward Returns Should investors expect anemic returns over the next 10 years with a price-to-sales ratio above 2? Image: Real Investment Advice
Stocks – Philadelphia Semiconductor Index (SOX) Can semiconductor stocks continue to soar this year? Image: Financial Times
S&P 500 Pure Value/Pure Growth Index and 5-Year U.S. Treasury Breakeven Rate The 5-year U.S. Treasury breakeven rate tends to drive the rotation from growth stocks to value stocks. Image: Morgan Stanley Wealth Management
Valuation – FAANG and S&P 500 Ex-FAANG Price-To-Sales Ratios Ultra-low rates tend to push price-to-sales ratios higher. Image: BofA US Equity & Quant Strategy
Earnings Growth – S&P 500 Historical Operating and Normalized EPS The U.S. stock market needs earnings growth to rise in 2021 and 2022 as the global economy recovers. Image: BofA US Equity & Quant Strategy
Weekly New Global Coronavirus Infections Is the coronavirus pandemic far from over despite vaccinations? Image: Bloomberg
Real Rates vs. S&P 500 Forward P/E Ratio Should investors expect a weak summer for U.S. equities? Image: Nordea and Macrobond