Median Value vs. Growth YoY Return Since 1990
Median Value vs. Growth YoY Return Since 1990 Value tends to outperform Growth in the early stages of an economic recovery. Image: Goldman Sachs Global Investment Research
Median Value vs. Growth YoY Return Since 1990 Value tends to outperform Growth in the early stages of an economic recovery. Image: Goldman Sachs Global Investment Research
U.S. Treasury 5s30s Yield Curve and Odds of Democratic Senate Majority Chart suggesting that the U.S. Treasury yield curve is steepening with odds of a Democratic Senate majority. Image: BofA Research Investment Committee
China’s Stock Market Value China’s stock market value hits record high as the China’s economy continues to bounce back from the coronavirus pandemic. Image: Financial Times
Credit Spreads and U.S. Labor Market Despite the Fed’s support, credit spreads remain above their pre-COVID-19 levels and may be taking a cue from the U.S. labor market. Image: Morgan Stanley Wealth Management
Public Investment and GDP During times of uncertainty, such as the current period, public investment is most effective. Image: BofA Research Investment Committee
Cyclical/Defensive Ratio vs. U.S. Recessions Cyclicals tend to outperform during periods of economic strength. Image: Variant Perception Research
Gold Price and Valuation FMS investors believe gold overvaluation has dropped. Image: BofA Global Fund Manager Survey
U.S. Labor Market – Number of Jobs Lost U.S. workers face permanent job losses as the coronavirus pandemic persists. Image: Morgan Stanley Wealth Management
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