Category: Blog

U.S. Dollar and Federal Reserve – ECB Shadow Rate Spread Is the U.S. dollar finding a support, as it tends to track the Fed – ECB shadow rate spread? Image: Arbor Research & Trading LLC

Interest Rates – Share of Countries Hiking Rates Over the Following 12 Months Further rate hikes are expected in the coming months. Image: Goldman Sachs Global Investment Research

Ecommerce Sales in the U.S. as % of Total Retail Sales Retail ecommerce boom continues in the United States. Image: Financial Times

Valuation – Long-Term EPS Growth Rate and 12-Month Forward Price-To-Earnings Ratio Will these high-fliers fall back to earth? Image: BCA Research

S&P 500 – the Rally from March 2020 vs. the Rally from March 1935 Will the S&P 500 follow the rally from March 1935? Image: BofA Global Research

Days Since 5% Pullback From S&P 500 All-Time Highs The S&P 500 hasn’t seen as much as a 5% pullback since last October. Is a pullback approaching? Image: BofA Global Research

Gold (Inverted) and U.S. 10-Year Real Rates Generally, gold tends to suffer with rising real yields. Image: Goldman Sachs Global Investment Research

Number of Trading Days for Each S&P 500 Bull Market to Double Since WWII, this is the fastest bull market to double off a bottom. Image: CNBC

Buyback Basket Monthly Hit Rate of Outperformance vs. S&P 500 Buyback stocks tend to outperform the S&P 500. Image: Goldman Sachs Global Investment Research

Gold Price in US$ vs. U.S. 10-Year Treasury Minus 10-Year TIPS (Inverted) Should investors expect real yields to rise? Generally, gold tends to fall when real yields rise. Image: Topdown Charts

S&P 500 Index and U.S. Corporate High Yield Index Is high yield credit a bearish sign for the S&P 500? Image: Morgan Stanley Wealth Management