Category: Blog

Performance – U.S. vs. European Stocks Price Relative Will European stocks continue to outperform U.S. stocks in 2023? Image: BofA Global Investment Strategy

Global Negative Yielding Debt The transition from $18 trillion to zero in negative-yielding debt over the past few years reflects a broader shift away from the era of ultra-low interest rates and easy monetary policy. Image: BofA Global Investment Strategy

10-Year TIPS Yield Inverted (U.S. Real Rates) vs. Gold Rising real yields did not have a major impact on the price of gold in 2022. Image: The Daily Shot

Growth vs. Value – Russell 1000 Growth vs. Russell 1000 Value Should U.S. equity investors definitely shift their focus from growth to value stocks? Image: BofA Global Research

Small Cap Stocks – Annual Change in Core CPI vs. Russell 2000 Relative to S&P 500 Should investors overweight U.S. small-cap stocks in their portfolio? Image: Alpine Macro

S&P 500 vs. 10-Year Rates and Secular Cycles The secular bull market remains intact so far. Image: Real Investment Advice

Trajectory of the S&P 500 Across Tightening Cycles Should U.S. equity investors remain cautious as long as the Fed continues to raise interest rates? Image: Deutsche Bank

Performance – Relative Return of the Russell 1000 Growth Index vs. the Russell 1000 Value Index Will value stocks continue to significantly outperform growth stocks? Image: BofA US Equity and Quantitative Strategy

S&P 500 Bear Markets How long will the S&P 500 bear market last? Image: MarketDesk Research

Annual Total Return Performance of the S&P 500 and U.S. 10-Year Treasury 2022 will be remembered as one of the worst years for markets. Image: Deutsche Bank

U.S. Credit-Based Recession Probability The U.S. credit recession indicator suggests that a U.S. recession is still less likely through the second quarter of 2023. Image: Deutsche Bank