NAAIM – Equity Exposure of U.S. Active Managers U.S. active managers are optimistic, as they have the highest level of exposure to equities in over two years, betting on a rebound in global growth. Image:…

S&P 500 Recovery The recovery looks similar to the one after the global financial crisis. Is there more upside ahead? Image: Bloomberg

Banks and U.S. Real Yields Banks suffer from low real yields, as it is more difficult for them to make a profit from lending. Image: Bloomberg

U.S. Share Buybacks and Dividends Over the past 20 years, U.S. corporates have clearly favored buybacks over dividends, reflecting a shift towards prioritizing shareholder value through capital appreciation rather than regular income distributions. Image: BofA…

Bank Business Lending Standards U.S. banks are tightening lending standards amid uncertain economic outlook. Image: Goldman Sachs Global Investment Research

Apple – 10-Year Percentage Change in Market Capitalization What’s a better buy? Apple or the S&P 500? Image: CNBC

U.S. Personal Disposal Income Growth vs. U.S. GDP Growth Morgan Stanley is bullish on U.S. market, as personal disposable income growth is at record levels. Image: Morgan Stanley Research

Currency – The U.S. Dollar (USD) Is the Most Traded Currency The U.S. dollar is the most commonly traded currency in the world, followed by the euro, the Japanese yen, and the British pound sterling.…

U.S. 10-Year Treasury Yield vs. Cyclical/Defensives Stock Ratio The recent rise in the cyclical/defensives stock ratio could suggest a rise in 10-year yields. Image: Morgan Stanley Research

Secular Bull Market – Dow Jones Industrial Average and 30-Year Bond Cycles Chart suggesting a “new” secular bull market underway with the potential to last until 2034. Image: Fundstrat Global Advisors, LLC