Category: Blog

S&P 500 EPS Growth vs. ISM Manufacturing With a U.S. recession looming, a soft landing seems difficult to achieve. Image: Deutsche Bank Asset Allocation

Global Central Bank Hikes Central banks continue to hike interest rates aggressively to cool inflation. Image: BofA Global Investment Strategy

Food Price Inflation Food prices are still rising, which is not good news. Image: BofA Global Investment Strategy

S&P 500 Index 5-Day Returns Will the next five days be the best of the year? Image: Carson Investment Research

Change in U.S. Inflation Around the Start of Recessions On average, U.S. inflation tends to fall during recessions. Image: Deutsche Bank

U.S. Treasury Liquidity and MOVE Indices Will U.S. Treasury liquidity continue to deteriorate? Image: BofA Global Research

U.S. Dollar Index (DXY) and Internation vs. Domestic Sales Exposure Will the U.S. dollar fall next year, as the United States enters recession? Image: Alpine Macro

Inflation – Rent Growth U.S. rents are falling, but this is not yet reflected in the CPI. Image: BofA Global Research

Annual Change in Global Equity Market Capitalization The global equity market capitalization has lost $30tn year-to-date. Image: Goldman Sachs Global Investment Research

Valuation – Total U.S. Market Capitalization as a Percent of GDP Should investors expect more pain for the U.S. stock market? Image: Morgan Stanley Wealth Management

Flows into All Dividend Funds Strong flows into dividend funds this year. Image: Goldman Sachs Global Investment Research