Valuation – Nasdaq Composite Index Next 12 Months Price/Earnings Ratio After the January sell-off, the valuation of the Nasdaq is becoming more attractive. Image: Morgan Stanley Wealth Management
S&P 500 Energy Sector Valuations The valuation of the energy sector remains cheap relative to the S&P 500. Image: Topdown Charts
BB vs. BBB Corporate Bond Spread The relative spread between BB and BBB corporate bonds remains stable, which is good news. Image: Morgan Stanley Wealth Management
Median S&P 500 Returns After Buying S&P 500 10% Off Its High Long-term equity investors shouldn’t worry too much when the S&P 500 is 10% off its high. Image: Goldman Sachs Global Investment Research
Total Return of Various Assets around the Globe Should investors consider Chinese government bonds? Image: Gavekal, Macrobond
Bitcoin – S&P 500 Futures Correlation Bitcoin’s correlation with S&P 500 futures is growing Image: The Daily Shot
Tech Stocks – Top-10 Nasdaq Sell-Offs in January Is the Nasdaq sell-off overdone? Image: Numera Analytics
Consensus MSCI U.S. EPS Forecasts Consensus expects U.S. EPS growth at 7.5% this year. Image: BofA Global Investment Strategy
Recession – Length of Every U.S. Business Cycle If the next U.S. recession occurs in mid-2024, it will be the 8th longest cycle out of 35 since 1850s. Image: Deutsche Bank
U.S. Nominal GDP Recoveries Through Every Business Cycle The current U.S. nominal GDP recovery is one the quickest in history. Image: Deutsche Bank
Energy Sector Indexed Total Return and Brent Crude Oil 3-Year Forward The energy sector is expected to rise further this year. Image: Goldman Sachs Global Investment Research