Valuation and Global Asset Price Cycle
Valuation and Global Asset Price Cycle Interesting chart showing the current average overvaluation estimates across equities, bonds and house prices in major advanced economies. Image: Oxford Economics
Valuation and Global Asset Price Cycle Interesting chart showing the current average overvaluation estimates across equities, bonds and house prices in major advanced economies. Image: Oxford Economics
Super-Cycles – Commodities, Stocks, and Bonds The importance of asset allocation and diversification: commodities, stocks, and bonds do not necessarily moved together over the long term. Image: Wells Fargo Investment Institute
U.S. Real GDP – Female vs. Male Economic Forecasters Who are better forecasters? Female or male economic forecasters? This chart shows why diverse teams are smarter. Image: Quill Intelligence, LLC
Asia Pacific Economic Data Leads the U.S. Economy This chart suggests that Asia Pacific economic data leads the U.S. economy since the Great Financial Crisis. U.S. economic data becomes laggard. Image: Arbor Research & Trading…
Money Market Fund Flows and Probability of a Recession in the Next 12 Months Chart suggesting that the probability of a recession in the next 12 months has decreased. Image: Goldman Sachs Global Investment Research
U.S. Business Cycle – Cumulative Real GDP Growth of U.S. Postwar Expansions and Forecast The current business cycle is the longest and weakest expansion. Chart showing the UBS forecast through year-end 2020. Image: UBS
S&P 500 2020 Target Models BofAML is bullish. The official S&P 500 2020 estimate is 3,300. Image: BofA Merrill Lynch US Equity & US Quant Strategy
U.S. Market Valuation Chart suggesting that the U.S. stock market seems expensive in a number of ways. Image: Paolo Cardena
U.S. Domiciled Funds: Active vs. Passive Record passive inflows suggest passive equity funds will surpass active in the coming years. Image: BofA Merrill Lynch US Equity & US Quant Strategy
U.S. Home Builder Sentiment – NAHB/Wells Fargo Housing Market Index Lower mortgage rates help the housing market and boost home builder sentiment. Image: Leonard Kiefer
Stock of Broad Money Around the World This chart shows how much money is in circulation around the world. China has the most money in circulation, followed by the U.S.. Image: howmuch.net