U.S. Bond Market
U.S. Bond Market Based on GDP and the forward curve, the U.S. 10-year seems less expensive right now, and may perhaps climb higher. Image: Fidelity Investments
U.S. Bond Market Based on GDP and the forward curve, the U.S. 10-year seems less expensive right now, and may perhaps climb higher. Image: Fidelity Investments
How Has the Value of the Stock Market Changed since the Beginning of the Year? This chart suggests that most Americans are not aware of market movements. Only 40% of respondents reported that the value…
What Is the Yield Curve Saying Now? The current flat yield curve suggests low growth and inflation. Image: Swedbank Research
Number of U.S. IPOs and U.S. IPOs with Negative Earnings This chart shows the fall in new listings and the proportion of unprofitable U.S. IPOs at the highest level since the tech bubble. Image: J.P.…
Cumulative Net Buys of U.S. Equities by Pension Fund Clients Pension fund flows into U.S. equities have turned positive in 2H19. Image: BofA Merrill Lynch
MSCI ACWI Total Return Index – Rallies and Corrections Interesting chart showing the deviation of the MSCI AC World Total Return Index against its trend line, like the swing of a pendulum. Image: Fidelity Investments
ISM Manufacturing Index and Credit Returns Across Economic Cycles Since 2004 If investors get the ISM Manufacturing right, they do well. Image: J.P. Morgan Asset Management
Inflows to U.S. Equity ETFs Investors are back into equities. Last month, more than $38 billion flowed into equity-focused ETFs. Image: Bloomberg
U.S. Trade Balance in Crude Oil and Petroleum Products The United States becomes a net exporter of crude oil and petroleum products. Image: Financial Times
Traditional 60/40 Portfolio and Percentage of Cumulative ETF Flows As suggested by this chart, the traditional 60/40 portfolio remains popular. Image: Arbor Research & Trading LLC
S&P 500 and ISM Composite PMI At current levels, the U.S. market is pricing in a strong rebound in the ISM Composite PMI rising to 57. Image: Deutsche Bank Asset Allocation