Hedge Funds’ Aggregate Net Exposure to DM Equities
Hedge Funds’ Aggregate Net Exposure to DM Equities The overall hedge funds net exposure to DM stock market is not stretched. Image: Nomura
Hedge Funds’ Aggregate Net Exposure to DM Equities The overall hedge funds net exposure to DM stock market is not stretched. Image: Nomura
Real U.S. GDP Forecast Goldman Sachs expects a shorter and smaller dip in U.S. GDP and increases its GDP estimates for Q1 2020 to 5% due to the fiscal stimulus measures. Image: Goldman Sachs Global…
Performance – MSCI Indices – Global Stock Prices Are global tech stocks still attractive in 2021, after the massive run this year? Image: Financial Times
Federal Reserve Balance Sheet as % of GDP The Federal balance sheet is expected to expand by more than 40% of GDP. Image: BofA Global Research
Investment Banking Underwriting and Advisory Fees by Division Global banks generated a record $124.5bn in fees in 2020, as companies scrambled to raise money to survive the coronavirus pandemic. Image: Financial Times
Ratio of General Government Gross Debt to GDP At the global level, the measures taken by governments to respond to the impact of the coronavirus crisis amounted to $12 trillion. Image: CNBC
Market – Top 10 Predictions for 2021 Will Tesla become the new AOL in 2021? Image: CNBC
Euro to U.S. Dollar (EUR/USD) and Long-Term Average The market expects stronger EUR/USD. Image: Morgan Stanley Research
Performance – S&P 500 Growth Index – Value Index Is the value rotation over? Image: Bloomberg
Cross-Asset ETF Flows ETFs are on pace to add $466bn this year, the highest inflows ever. Image: BofA Research Investment Committee
Biden vs. Trump – Who Is Better for U.S. Stocks? Could the U.S. stock market see headwinds under President Biden? Image: CNBC