Proxy for ECB Market Pricing Points to Negative Rates for Years to Come
Proxy for ECB Market Pricing Points to Negative Rates for Years to Come Markets are pricing in negative rates in Europe until 2029. Image: Deutsche Bank
Proxy for ECB Market Pricing Points to Negative Rates for Years to Come Markets are pricing in negative rates in Europe until 2029. Image: Deutsche Bank
10-Year U.S. Treasury Bond Yield – 50-Day and 200-Day Moving Averages Could bond markets take a bearish turn? Image: Morgan Stanley Wealth Management
Net Long S&P 500 E-Mini Futures Position for Asset Managers Has the U.S. stock market more room to run? The net long S&P 500 E-mini futures position for asset managers is well below S&P 500…
S&P 500 Forward Earnings Yield and 10-Year U.S. Treasury Yield The S&P 500 forward earnings yield looks attractive vs. the 10-year U.S. Treasury yield, but equity risk does not disappear. Image: The Wall Street Journal
Cross-Asset Correlation Matrix This grid showing the correlation between different asset classes, is useful for asset allocation. Image: Goldman Sachs Global Investment Research
Global Non-Financial Debt vs. GDP How much debt is too much? Economic growth rates and interest rates are key factors. Image: BofA
Global GDP – OECD Forecasts OECD forecasts 4.2% global growth in 2021, as global economic outlook remains uncertain. Image: Financial Times
Annual CO2 Emissions The U.S. and Europe account for under one-third of CO2 emissions. Image: BofA Global Research
Equities – U.S. Large-Cap Stock Equal Weight/Market-Cap Weight Ratio Historically, when the equal-weighted index reverses and outperforms like today, it tends to be a good time to buy stocks. Image: Bloomberg
Government Bond Yield Forecast Morgan Stanley forecasts the U.S. 10-year Treasury yield at 1.45% by the end of 2021. Image: Morgan Stanley Research
Valuation – Dividend Yield and U.S. 10-Year Yield The gap between dividend yields and bond yields is back to the levels last seen in the 1950s. Image: Goldman Sachs Global Investment Research