Category: Blog

Fed Balance Sheet Size Will the Fed start reducing its balance sheet this year? Image: Goldman Sachs Global Investment Research

U.S. Dollar Performance 40 Days Before a First Fed Rate Hike Will the U.S. dollar continue to rise before the Fed’s first rate hike? Image: BofA Global Research

Valuation – S&P 500 Forward P/E and U.S. Real 30-Year Mortgage Lending Rate Should investors expect U.S. equity valuations to fall? Image: Nordea and Macrobond

Tech Stocks – Invesco vs. Berkshire Hathaway and ARK Innovation vs. Berkshire Hathaway Will ARK Innovation ETF continue to decline? Image: BofA Global Investment Strategy

Value Stocks – Net % OW Late Cyclicals If inflation persists, should investors continue to look towards value and cyclical stocks? Image: BofA Global Fund Manager Survey

Net U.S. Dollar Positioning Asset managers have increased their net short positions in the U.S. dollar. Image: Goldman Sachs Global Investment Research

Max 3-Month S&P 500 Drawdowns in Midterm Election Years Could the S&P 500 fall more than 16% this year? Image: BofA Global Investment Strategy

NY Empire Manufacturing Survey vs. S&P 500 YoY The NY Empire Manufacturing Survey turns negative. This does not bode well for the S&P 500. Image: BofA Global Investment Strategy

Returns – Modelled S&P 500 Based on Change in Forward EPS and YoY Change in Fed Balance Sheet vs. Actual S&P 500 Should investors expect anemic S&P 500 returns through 2024? Image: BofA US Equity & Quant Strategy

Asset Returns During Hiking Cycles Investors should worry when the Fed stops raising or cuts rates. Image: Goldman Sachs Global Investment Research

Equity – MSCI U.S./Ex-U.S. Ratio Are global equities ex-U.S. poised to outperform U.S. equities this year? Image: The Daily Shot