What Shape Is the Global Economic Downturn Most Likely to Take? A V-shaped global economic recovery seems unlikely. Image: Oxford Economics

GWIM Equity Flows – Buy the Dip? Time to buy the dip? BofA private clients have bought the dip in the past two weeks. Image: BofA Global Investment Strategy

Prediction for U.S. GDP Growth from Q42020 to Q42021 32 leading academic economists do not see significantly higher GDP growth under Donald Trump or Joe Biden, as long as the current control of Congress remains…

Coronavirus Vaccine in the U.S. Superforecasters see a 53% probability that 25 million doses of an FDA-approved COVID-19 vaccine will be available by March 2021 vs. 69% two weeks ago. Image: Goldman Sachs Global Investment…

U.S. Dollar vs. Equities A stronger U.S. dollar suggests weaker equities. Image: Goldman Sachs Global Investment Research

Retail Trades and Individual Investors Retail investors are driving the recent bull market. Image: Financial Times

Seasonality – S&P 500 Index – Average Percent Change Each Month – 1928-2020 Historically, September has been challenging for the S&P 500. Image: Yardeni Research

Periods of S&P 500 and U.S. Dollar Weakness A period of weakness in the U.S. dollar is not necessarily good news for investors. Image: BofA Global Investment Strategy

Coronavirus Vaccine and Jet Fuel Demand Goldman Sachs expects jet fuel demand to recover next year, with the availability of a coronavirus vaccine by the second-quarter of 2021. Image: Goldman Sachs Global Investment Research

Implied Probability of Vice President Biden Winning 2020 Presidential Election Is Joe Biden’s advantage underestimated? Image: Goldman Sachs Global Investment Research

U.S. GDP Forecasts (2020/2023) Goldman Sachs is lowering its Q4 GDP growth forecast from 6% to 3% QoQ, on the lack of further fiscal support. Image: Goldman Sachs Global Investment Research