USD IG Real Yields
USD IG Real Yields USD investment-grade real yields are extremely low. Image: Goldman Sachs Global Investment Research
USD IG Real Yields USD investment-grade real yields are extremely low. Image: Goldman Sachs Global Investment Research
Call Volume % of Market Capitalization Basket Performance Will stocks with the highest call option volume continue to outperform? Image: Deutsche Bank Asset Allocation
S&P 500 – Bull vs. Bear Signal Using Search Topics The spread between bullish and bearish search topics is very high. Bullish: call options, bull spreads, long, swing trading, leaps,… Bearish: put options, short, volatility,…
CTA’s Net Position in EUR/USD vs. EUR/USD CTAs are buying EUR/USD again. Image: Nomura
Market Bubble’s Life Cycle Is the equity market’s rise driven by mania? Image: TS Lombard
Weekly Global Equity Flows Global equity inflows remain very strong. Image: BofA Global Investment Strategy
U.S. Equity Call/Put Volumes Ratio The call/put ratio remains high and could limit the market’s upside potential. Image: Goldman Sachs Global Investment Research
The Rise of the Tech Giants – Market Value In terms of returns to shareholders, Jeff Bezos (Amazon) is behind Elon Musk (Tesla) and Bill Gates (Microsoft) since flotation or during the CEO’s tenure. Image:…
S&P 500 – Market Rebounds Off the Lows Since 1957 The stock market rebound since the low shows that usually selling into a panic doesn’t pay off. Image: Truist
GDP Forecast by Region Thanks to the vaccine rollout, will the U.S. economy expand more rapidly than expected in 2021? Image: BofA Global Research Economists
Change in Permanent Employment as % of the Labor Force Permanent unemployment is worse than the last two recessions. Image: BofA Research Investment Committee