Chinese Stocks – CSI 300 vs. Hang Seng vs. S&P 500 vs. FTSE All World
Chinese Stocks – CSI 300 vs. Hang Seng vs. S&P 500 vs. FTSE All World Chinese stocks are outperforming the U.S. stock market. Is it time to invest in China? Image: Financial Times
Chinese Stocks – CSI 300 vs. Hang Seng vs. S&P 500 vs. FTSE All World Chinese stocks are outperforming the U.S. stock market. Is it time to invest in China? Image: Financial Times
Euro to U.S. Dollar (EUR/USD) Forecast If history repeats itself, the pair EUR/USD could trade lower in 6 months time. Image: Nordea and Macrobond
Nasdaq vs. Nasdaq Volatility Index The Nasdaq Volatility Index and the Nasdaq tend to move in opposite directions. As the Nasdaq Volatility Index is raising, it is a warning signal. Image: The Daily Shot
High-Yield Option-Adjusted Spread and Banks Reporting Tightening C&L Loan Standards Banks are tightening lending standards amid uncertain economic outlook, while credit spreads have largely normalized. Image: Goldman Sachs Global Investment Research
Global PMI vs. Orders/Inventory Ratio (Leading Indicator) Inventory-shipment ratios suggest a surge in the global manufacturing PMI over the next 2-3 months. Image: BofA Global Investment Strategy
Institutional Fund % Cash and Retail Fund % Cash This month, retail funds reduced elevated cash levels to 4.3%. Image: BofA Global Fund Manager Survey
China (Real GDP Levels) China is expected to continue a robust recovery. Image: J.P. Morgan Asset Management
Percentage of Active Funds Beating the Benchmark The chart shows how difficult it is for most active funds to beat the benchmark over time. Image: BofA US Equity and Quant Strategy
U.S. 10-Year Yield vs. GDP + CPI Model Fair Value Are higher Treasury yields coming, as suggested by this model? Image: TS Lombard
S&P 500 – U.S. Bank Stocks vs. U.S. Homebuilding Stocks Is the recent weakness in bank stocks a buying opportunity? Image: BofA Global Investment Strategy
U.S. Energy Stocks vs. U.S. High Yield Energy Bonds U.S. energy stocks are historically cheap. Will the gap be closed? Image: BofA Global Investment Strategy