Bottom-Up Consensus Forecast of S&P 500 YoY Sales Growth
Bottom-Up Consensus Forecast of S&P 500 YoY Sales Growth Chart showing the bottom-up consensus forecast of S&P 500 year-over-year sales growth. Image: Goldman Sachs Global Investment Research
Bottom-Up Consensus Forecast of S&P 500 YoY Sales Growth Chart showing the bottom-up consensus forecast of S&P 500 year-over-year sales growth. Image: Goldman Sachs Global Investment Research
Inflows into Tech Funds This chart puts into perspective the annualized inflows into Tech funds. Image: BofA Global Investment Strategy
Valuation – Info Tech vs. S&P 500 The valuation of tech stocks relative to the S&P 500 seems relatively high. Image: Goldman Sachs Global Investment Research
Daily Change in Confirmed and Suspected Cases for the Coronavirus The chart suggests that the number of suspected cases of coronavirus appears to be stabilizing. Image: BofA Global Research
U.S. Economy vs. Asset Prices Persistent low interest rates could explain the wide divergence between real economy prices and asset prices, over the past decade. Image: Charles Schwab
Dow Jones Return Based on Fed Chair Fed Chairman Jerome Powell took over the Fed two years ago. Since then, the Dow Jones has gained 15%. Image: Ryan Detrick, LPL Financial LLC
U.S. Non-Manufacturing PMI U.S. Non-Manufacturing PMI is higher than expected and continues to rebound. Image: Macrobond Financial
Global Growth, Equity Rally and Fed Balance Sheet This chart suggests that economic data is the driving force behind the equity rally, not the Fed’s balance sheet. Image: Arbor Research & Trading LLC
2020E Dividend Yield This chart puts 2020E dividend yields into perspective. Image: J.P. Morgan
Gold, Bitcoin and Negative Yielding Debt Chart suggesting that gold price and bitcoin have been boosted by rising negative-yielding debt. Image: Fidelity Investments
Confidence in Central Banks and Cryptocurrency This chart suggests substantial loss in confidence in some central banks. Image: Financial Times