Gold vs. U.S. Real Yield What really matters for gold are real yields. Image: Jeroen Blokland

Style Index Performance During Periods of Decelerating and Accelerating S&P 500 Earnings Growth – Russell 1000 Value vs. Growth Is it time for investors to favor value stocks, as Value tends to beat Growth when…

China Stocks – New Economy Relative to Old Economy China’s new economy stocks featured higher profitability and revenue growth. Image: Morgan Stanley Research

Cash to Shareholders Companies slashed payouts to shareholders in an attempt to stem the financial damage caused by the coronavirus pandemic. Image: J.P. Morgan

Potential Impact of Biden-Harris Policy Agenda on S&P 500 EPS The S&P 500 EPS forecast depends on fiscal stimulus and corporate tax reform.  Image: Goldman Sachs Global Investment Research

Where Are We In The Cycle? Morgan Stanley expects a Goldilocks recovery in 2021, along with benign inflation and accomodative policies. Image: Morgan Stanley Research

S&P 500 Valuation – Average 12m Fwd P/E and Y/Y Headline Inflation Chart suggesting that rising inflation is good for P/E until inflation exceeds 3%. Image: Goldman Sachs Global Investment Research

U.S. Dollar Against the Euro Bets against the U.S. dollar versus the euro remain stretched. Image: The Wall Street Journal

U.S. Election – Joe Biden vs. Donald Trump and the U.S. Economy Americans believe that Donald Trump will be a little better for the U.S. economy than Joe Biden. Image: BofA Global Research

China Manufacturing PMIs China continues to show signs of recovery from the coronavirus pandemic, as China’s manufacturing PMIs expanded in September. Image: Goldman Sachs Global Investment Research

U.S. Elections – Winning Debates vs. Winning Elections Can President Donald Trump still win the election? Image: Deutsche Bank