Category: Blog

Bitcoin – Downside Target Is there more downside for Bitcoin? Image: Bloomberg

U.S. Federal Deficit and Balance Sheet Expansion Is the U.S. fiscal and monetary policy response to the COVID-19 crisis appropriate to ensure continued economic growth? Image: Deutsche Bank

AAII Bearish Sentiment The AAII Bearish Sentiment reached a low at 19.8%, which is contrarian bearish. Image: BofA Global Research

Where Do You See the S&P 500 by the End of this Year? Will the S&P 500 index reach 4,400 to 4,600 points by the end of this year? Image: J.P. Morgan

WTI Crude Oil Technicals Technicals suggest higher oil prices are possible. Image: Fundstrat Global Advisors, LLC

Inflation vs. S&P 500 Trailing P/E The U.S. equity market tends to see multiple compression when inflation rises (R² = 0.54). Image: BofA US Equity & Quant Strategy

U.S. Small Cap vs. U.S. Value Fund Cumulative Flows Flows into small cap and value funds are improving amid rising inflation. Image: BofA Global Investment Strategy

MSCI All World – ETF Equity Flows Are equities still worth buying the dip? Image: Financial Times

Distribution of S&P 500 Sector Consensus 2022 Effective Tax Rates Investors should not fear a global minimum corporate tax rate of 15%. Image: Goldman Sachs Global Investment Research

U.S. Output Gap (Plus Projections) as a Proportion of Potential GDP According to Deutsche Bank, the U.S. output gap is expected to rise above 2%, which tends to lead to higher prices. Image: Deutsche Bank

EFT Flows and Inflation-Friendly Assets Is higher inflation coming? ETF flows into inflation-friendly assets are surging. Image: Arbor Research & Trading LLC