Returns – S&P 500 vs. S&P ex-FAANMG
Returns – S&P 500 vs. S&P ex-FAANMG FAANMG stocks are driving the S&P 500 higher year-to-date. Image: Societe Generale Cross Asset Research
Returns – S&P 500 vs. S&P ex-FAANMG FAANMG stocks are driving the S&P 500 higher year-to-date. Image: Societe Generale Cross Asset Research
Value vs. Growth Stocks – 10-Year Annualized Returns The worst ever returns to value stocks. Will value stocks outperform growth stocks in the recovery phase? Image: BofA Research Investment Committee
Nasdaq 100 vs. Nasdaq VIX The implied volatility of the Nasdaq 100 decreases during the market sell off. Are investors buying the dip? Image: The Daily Shot
GWIM Macro Sentiment Barometer with Historical Events The GWIM macro sentiment barometer is still moving towards bullish. Image: BofA Global Investment Strategy
U.S. Five-Year Inflation Swap and WTI Oil Chart suggesting the correlation between inflation expectations and oil prices. Image: Morgan Stanley Wealth Management
Market Capitalization of FAAMG Stocks as % of S&P 500 This chart highlights the record concentration of market cap in FAAMG stocks. Image: Goldman Sachs Global Investment Research
Coronavirus Vaccine in the United States Will a coronavirus vaccine be approved by the FDA between October 2020 and March 2021? Image: Goldman Sachs Global Investment Research
Returns – Growth and Defensive Sectors vs. S&P 500 ex-Growth and Defensive Sectors Growth and defensive sectors are driving the S&P 500 higher YTD. Image: Societe Generale Cross Asset Research
Market Capitalization – Five Largest Companies as Share of S&P 500 Total This chart highlights the record concentration of market cap in the five largest stocks. Image: Goldman Sachs Global Investment Research
U.S. Option Positioning Indicators Should investors be concerned about the increase in option positioning indicators? Image: Goldman Sachs Global Investment Research
Global Real GDP Forecasts Chart suggesting that the V-shaped recovery is proceeding faster than the previous forecast. Image: Morgan Stanley Research