Category: Blog

S&P 500 – Inflation vs. Stock Returns Historically, inflation spikes do not bode well for equity returns. Image: Real Investment Advice

S&P 500 – >20% YTD Return at the End of October When the first 10 months are up more than 20%, the final two months of the year tend to be bullish for U.S. stocks. Image: LPL Research

CPI Inflation in Six DM Economies As inflation persists, will the Fed raise interest rates more than the market expects? Image: BofA Global Research

Financials and Energy Flows Flows into financials and energy have stalled. Image: BofA Global Investment Strategy

Prediction Market Odds of U.S. Corporate Tax Rate in 2022 Is a corporate tax hike unlikely? Image: Goldman Sachs Global Investment Research

Consensus EPS Revision Consensus EPS estimates for 2021 and 2022 have plateaued. Will U.S. stocks continue to do well? Image: BofA US Equity & Quant Strategy

G3 Credit Impulse and Global Manufacturing PMI (Leading Indicator) G3 credit impulse tends to lead global manufacturing PMI by 12 months. Image: Nordea and Macrobond

Investing in the S&P 500 Index Is the S&P 550 a buy at any time for long-term investors? Image: Goldman Sachs Global Investment Research

U.S. GDP Forecasts BofA expects U.S. GDP to grow at 6% annual rate in Q4 2021. Image: BofA Global Research

S&P 500 Quarterly Operating Earnings per Share Over the past eighty years, the median long-term annual growth rate in earnings for the S&P 500 is about 8%. Image: Richardson Wealth

S&P 500 Dividend Yield – U.S. CPI Inflation YoY The S&P 500 dividend yield minus CPI inflation has turned deeply negative. Image: The Daily Shot