Category: Blog

Average Company Life Span on S&P 500 Index The average life-span of companies listed in S&P 500 is in a long-term decline. Image: BofA Global Research

FMS Investors – Net % Saying They Have Taken Out Protection FMS investors are increasingly less hedged. Is this a cause for concern? Image: BofA Global Fund Manager Survey

Volatility – S&P 500 3-Month Put Skew The S&P 500 3-month put skew is at historical highs. Could this predict a fall in the U.S. stock market? Image: Goldman Sachs Global Investment Research

U.S., European, and Developed Ex-U.S. Equity Returns Will U.S. equities continue to outperform global equities ex-U.S.? Image: BofA Research Investment Committee

U.S. Employees on Nonfarm Payrolls and JOLTS Job Openings U.S. job openings hit another record high, as hiring struggles persist. Image: Morgan Stanley Wealth Management

Number of S&P 500 Record Closes The S&P 500 has seen 54 record closes this year. Should investors expect more upside for U.S. equities in 2021? Image: The Wall Street Journal

Inflation – Container Shipping Price Indices Container shipping prices are rocketing higher. Image: BofA Global Research

S&P 500 – Time Spent in a Drawdown Drawdowns don’t have a precise time to start or end and they happen all the time. The S&P 500 has spent 49% of its time in a drawdown of up to 10% since 1900. Image: Fidelity Investments

Survey – Do You Think There Will Be An Equity Correction Before Year-End? Should investors expect a 5-10% S&P 500 correction in 4Q21? Is the consensus right or wrong? Image: Deutsche Bank Research

Valuation – S&P 500 Sectors LTM P/E Current valuations appear to be high across most sectors of the S&P 500. Are they justified? Image: Deutsche Bank Asset Allocation

U.S. Equity Market Sensitivities How long will liquidity fuel the U.S. stock market rally? Image: The Wall Street Journal