U.S. Presidents and the U.S. Dollar
U.S. Presidents and the U.S. Dollar Will the U.S. dollar continue to depreciate? Image: Alpine Macro
U.S. Presidents and the U.S. Dollar Will the U.S. dollar continue to depreciate? Image: Alpine Macro
S&P 500 Total Return – The Market Cycle Since the March low, the U.S. stock market continues to behave like a secular bull market. Image: Fidelity Investments
Russell 2000 – Annual Returns and Intrayear Drawdowns 2020 is not finished yet, but this year could mark the largest drawdown in any given year that ended with a positive return. Image: Ritholtz Wealth Management…
Global Debt by 2030 Global debt could exceed $360 trillion in 10 years, if it continues to grow at the average pace of the last 15 years. Image: Institute of International Finance
Performance – What Asset Class Do You Think Will Outperform in 2021? FMS investors expect emerging markets, the S&P 500 and oil to outperform in 2021. Image: BofA Global Fund Manager Survey
Bull-Bear GDP Growth Forecasts The bull case scenario consists of a more accommodative fiscal policy and a faster return to normal with a vaccine broadly available more quickly. Image: Morgan Stanley Research
Biggest One-Day Value Factor Gains in History Will the value rotation continue? Image: Financial Times
Actual and Fair Value Estimate of the S&P 500 Index Level The fair value model from J.P. Morgan sees upside for the S&P 500 in 2021. Image: J.P. Morgan
Value Stocks – ISM Manufacturing New Orders Index vs. S&P 500 High Beta Index/S&P 500 Low Volatility Index Value stocks should benefit from an economic rebound, as the ISM Manufacturing New Orders Index is at…
Central Bank Speech-Stance on Central Bank Digital Currencies (CBDC) Central bank digital currencies (CBDC) are now more popular than ever. Image: Goldman Sachs Global Investment Research
G4 Central Banks’ Balance Sheet in 2022 The G4 central banks’ balance sheet is expected to reach $29 trillion in 2022. Image: Morgan Stanley Research