Euro to U.S. Dollar (EUR/USD) and U.S. Dollar to China Yuan (USD/CNY) According to Goldman Sachs, the U.S. dollar remains overvalued despite the recent selloff, and offers poor fundamentals. Image: Goldman Sachs Global Investment Research
Nasdaq Composite Relative to CSI 300 Will U.S. growth stocks continue to outperform Chinese equities? Image: Gavekal, Macrobond
FY2 P/E Valuation Premium of Top Five S&P 500 Stocks vs. Rest of Market The valuation of the five largest stocks relative to the rest of the market is not as extreme as it was…
Composition of Household Total Assets Chinese households are under invested in equities, with only 7% of total assets compared to 32% for U.S. households. Image: Goldman Sachs Global Investment Research
All Weather Portfolio (Stocks, Bonds, Cash and Gold) The All Weather Portfolio of 25/25/25/25 in stocks, bonds, cash and gold is up 18% over the past 90 days, the highest return ever. Image: BofA Global…
GWIM Cash Flows This chart shows the largest cash outflow from BofA’s private clients since April 2019, while there has been a lot of cash inflow this year. Image: BofA Global Investment Strategy
S&P 500, U.S. 10-Year Bond and 60/40 Portfolio – Cumulative Total Return Since 1900 Is market timing a good idea? Image: Goldman Sachs Global Investment Research
Global Debt to GDP Global debt to GDP is expected to reach a new high of 249% of GDP this year, and 246% in 2021. Image: Morgan Stanley Research
S&P 500 Excluding Five Highest and Lowest Return Days As the chart suggests, mistiming the U.S. stock market can be disastrous. Image: Goldman Sachs Global Investment Research
U.S. AAII Investor Sentiment U.S. AAII investors remain bearish on stocks. Image: BCA Research
Coronavirus – Daily Number of New COVID-19 Cases in the U.S. The United States surpasses 4 million officially reported coronavirus cases, while COVID-19 cases keep climbing. Image: The Daily Shot