Category: Blog

Sentiment/VIX Composite vs. Fed Funds During a rate hiking campaign, bullish sentiment tends to increase initially, but ultimately ends badly. Image: Real Investment Advice

S&P 500 Equity Risk Premium Considering the substantial decline in the equity risk premium, which currently stands well below its historical average, should investors approach U.S. equities with caution? Image: BofA US Equity & Quant Strategy

S&P 500 EPS vs. Trend Do consensus EPS estimates for 2024 and 2025 accurately reflect an optimistic outlook, or are they overly optimistic? Image: J.P. Morgan

S&P 500 Performance for the Year Based on If January and February Are Higher Since 1950, when both January and February have been positive for the S&P 500, the average annual gain has historically been 19.87%. Image: Carson Investment Research

U.S. Real Business Investment While some companies have demonstrated high levels of capital expenditure in the United States, the overall trend remains modest since the 2020 recession. Image: BofA Global Investment Strategy

Russell 2000 Technology Sector Relative to Total Index U.S. small-cap technology stocks have exhibited a noteworthy level of outperformance within the universe of U.S. small-cap stocks, which can be attributed to higher growth potential and the ability to innovate and disrupt traditional industries. Image: Morgan Stanley Wealth Management

U.S. Implied Policy Rates – Federal Funds Futures Market expectations for Fed policy have swung dramatically over the past few months. Image: J.P. Morgan Asset Management

How Long and How Far Away Are the Major Equity Indices from their All-Time Highs Japan’s Nikkei has reached a new high for the first time since 1989. The journey to recovery from a bear market can sometimes take a considerable amount of time. Image: Deutsche Bank

Valuation – U.S. Small Caps vs. Large Caps P/E Relative Considering the appealing valuations, should investors increase their allocation to U.S. small-cap stocks relative to U.S. large-cap stocks? Image: J.P. Morgan

ISM Manufacturing Index vs. Semiconductors Semiconductors are discounting a substantial rise in the U.S. ISM Manufacturing PMI, which suggests a robust expansion in manufacturing activity and overall economic growth. Image: BofA Global Investment Strategy

U.S. Economic Growth vs. S&P 500 EPS Growth Economic growth is a driver of earnings growth, as it creates opportunities for businesses to expand their operations, increase sales, and generate higher profits. Image: Goldman Sachs Global Investment Research