Valuation – Info Tech vs. S&P 500
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
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
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
ISM Manufacturing Index vs. ISM Non-Manufacturing Index The ISM Non-Manufacturing Index increased to 55.5% in January and suggests faster expansion in January than in December. Image: Oxford Economics
Expected Number of Years in Retirement in OECD Countries Currently, France has the highest expected time in retirement. Image: Deutsche Bank Global Research
Price Relative of MSCI World vs. Emerging Markets ex-China Emerging markets ex-China benefit from modernization potential, favorable demographics, and attractive valuations for the long term, according to BofA. Image: BofA Global Research