S&P 500 Equity Risk Premium (ERP)

S&P 500 Equity Risk Premium (ERP) Goldman Sachs forecasts the ERP will fall to 4.6% this year and 4.3% in 2022. Image: Goldman Sachs Global Investment Research

Valuation – S&P 500 vs. Commodities

Valuation – S&P 500 vs. Commodities The S&P 500 relative to commodities is trading at the highest valuation level since 1916. Image: Deutsche Bank

S&P 500 Before and After ISM Hits 60

S&P 500 Before and After ISM Hits 60 Historically, a 60 reading on the ISM is not very bullish for the S&P 500. Image: Nordea and Macrobond

China 10-Year Bond Yield and Shanghai Composite Index

China 10-Year Bond Yield and Shanghai Composite Index China is leading all asset markets. The Shanghai Composite Index could decline with Chinese bond yields as a result of a weaker growing economy. Image: BofA Global…