U.S. Dollar-Euro Exchange Rate Forecast
U.S. Dollar-Euro Exchange Rate Forecast According to Goldman Sachs, the U.S. dollar offers poor fundamentals and remains overvalued despite the recent selloff. Image: Goldman Sachs Global Investment Research
U.S. Dollar-Euro Exchange Rate Forecast According to Goldman Sachs, the U.S. dollar offers poor fundamentals and remains overvalued despite the recent selloff. Image: Goldman Sachs Global Investment Research
% of Tech Outperformance Explained by Bond Yields Chart suggesting that falling bond yields lead to tech outperformance more than ever. Image: BofA Research Investment Committee
The Distribution of Valuations in MSCI World Has the MSCI World become too expensive? Image: Societe Generale Cross Asset Research
Performance – MSCI Europe vs. MSCI ACWI and MSCI World Value vs. Growth Chart suggesting that Europe’s relative performance vs. MSCI ACWI seems similar to that of Value vs. Growth. Image: Morgan Stanley Research
U.S. Small Cap Stocks – China Producer Prices vs. Russell 2000 12-Month Return Chart suggesting the impact of China producer prices on U.S. small cap stocks. Image: BofA Research Investment Committee
Global Real GDP vs. Nominal Broad Dollar TWI The U.S. dollar tends to weaken when global growth picks up. Image: Goldman Sachs Global Investment Research
S&P 500 Index Bull Markets (Since WWII) the First Year So far, the new bull maket is topping all other bull markets since WWII. Image: LPL Research
Money Market Fund Assets (U.S.) More upside for stocks as U.S. money market fund assets have slowly declined since the peak in May 2020? Image: BofA Global Research
Performance – European Equities vs. U.S. Stocks Should investors look at U.S. stocks or European equities? Image: Morgan Stanley Research
S&P 500 Value Index vs. S&P 500 Index As investors continue to pile into growth stocks, is value investing dead? Image: Bloomberg