Survey – When Is the Fed Most Likely to Raise Interest Rates?
Survey – When Is the Fed Most Likely to Raise Interest Rates? 43% of the respondents in the survey see the Fed lifting off in 2023, with another 39% projecting the first rate hike in…
Survey – When Is the Fed Most Likely to Raise Interest Rates? 43% of the respondents in the survey see the Fed lifting off in 2023, with another 39% projecting the first rate hike in…
S&P 500 Index – Returns 1 Year and 2 Years After 30% or Greater Decline in Stocks Historically, the S&P 500 Index tends to add gains after the initial rise. Image: LPL Research
Relative fwd P/E of Russell 1000 Value vs. Growth and S&P 500 fwd P/E Dispersion Is it time for investors to favor value vs. growth? Image: BofA US Equity & Quant Strategy
Earnings – 2021 Quarterly S&P 500 EPS Growth Goldman Sachs is more optimistic than consensus on S&P 500 EPS growth in 2021. Image: Goldman Sachs Global Investment Research
S&P 500 Index Earnings per Share Estimate for 2021 and 2022 S&P 500 earnings growth could improve to 25% in 2021 and should ultimately help equity valuations. Image: LPL Research
M2 Money Supply Growth Is the growth in money supply the solution to boost economic growth? Image: J.P. Morgan US Equity Strategy & Global Quantitative Research
U.S. Consumer Confidence Composite vs. S&P 500 The S&P 500 and U.S. consumer confidence are telling very different stories Image: Pictet Asset Management
U.S. Stock Market – Call Volume/Put Volume The greatest call-buying frenzy since the internet bubble shows no signs of slowing down. Image: BofA Research Investment Committee
Net Inflows to Value vs. Growth ETFs Greatest inflows to value vs. growth ETFs in history. Should investors forget growth stocks? Image: BofA Research Investment Committee
Coronavirus – COVID-19 Vaccine vs. Placebo The Pfizer/BioNTech COVID-19 vaccine starts working within about 10 days of the first dose. Image: Financial Times
Equity Allocation Investors allocation to equities is high. But with cash and bonds offering little or no yield, investors are likely to rotate cash into stocks. Image: Goldman Sachs Global Investment Research