Category: Blog

Total U.S. ETF Flows by Asset Class Inflows to U.S. ETFs are very strong this year, despite the bear market. Image: BofA ETF Research

S&P 500 vs. Financial Conditions U.S. financial conditions have eased meaningfully, coinciding with rising U.S. stock prices. Image: Morgan Stanley Research

U.S. ISM Services PMI The U.S. ISM Services Index came in much higher than expected in November. Could the Fed be more hawkish? Image: The Daily Shot

Credit vs. Equity Cumulative Flows Notable redemptions in credit funds this year, but not in equity funds. Image: BofA Global Investment Strategy

U.S. Government Bond vs. Commodity Returns Will commodities continue to outperform government bonds? Image: BofA Global Investment Strategy

Wage Growth – Potential Trajectory of U.S. Average Hourly Earnings Will wage growth slow enough in 2023 to satisfy the Fed? Image: BofA Global Investment Strategy

Cumulative Flows into Equity by Regions Flows into U.S. equities remain strong. Image: Goldman Sachs Global Investment Research

S&P 500 Equity Risk Premium – Consensus Bottoms Up Earnings Yield – 10-Year Treasury Yield Can U.S. Treasury bonds be considered more attractive than U.S. stocks at present? Image: Morgan Stanley Research

Atlanta Fed YoY Wage Growth Tracker So far, wage growth in the United States remains strong and historically high. Image: BofA Global Investment Strategy

S&P 500 Average Monthly Performance and How Often Each Month is Higher Since 1950, the S&P 500 has posted positive results 75% of the time in December, which is the highest percentage of any month. Image: Carson Investment Research

Cumulative Fed Rate Hikes Since Start of Long Hiking Cycles Could smaller rate hikes continue for longer? Image: Deutsche Bank