Daily New Cases of Coronavirus: Euro-Area and UK

Daily New Cases of Coronavirus: Euro-Area and UK Daily new COVID-19 case increases have significantly slowed down. Lockdowns are gradually lifted across Europe and activity is increasing. Image: Morgan Stanley Research

S&P 500 vs. Zombie Companies

S&P 500 vs. Zombie Companies Zombie companies have outperformed the S&P 500 by a wide margin in April and May. The process of creative destruction is not taking place, thanks to the Fed and the…

Inflation and Capacity Utilization

Inflation and Capacity Utilization This chart suggests that inflation will not be a problem for many years, as economists watch capacity utilization indicators for signs of inflation pressures. Image: Deutsche Bank Global Research

S&P 500 with NYSE 90% Up Days

S&P 500 with NYSE 90% Up Days Historically, S&P 500 returns after an NYSE 90% up day are positive 80% of the time after 20 days. Image: BofA Global Research

Asset Allocation: Global Bonds

Asset Allocation: Global Bonds FMS investors are still more bearish than bullish. Image: BofA Global Fund Manager Survey

S&P 500 – 2020 vs. 2009

S&P 500 – 2020 vs. 2009 This chart suggests that the S&P 500 is following the 2009 pattern and market breadth. Image: Morgan Stanley Research

Size of Selected U.S. Asset Markets

Size of Selected U.S. Asset Markets This chart puts into perspective the size of selected U.S. asset markets. The U.S. stock market is more than twice as large as the U.S. Treasury market. Image: Deutsche…