Category: Blog

Interest Rates – Fed Rate Hike Markets are now pricing in at least one rate hike in the first quarter of 2023, based on expectations for higher inflation and strong growth. Image: J.P. Morgan Asset Management

Potential Impact of Tax Reform on 2022 S&P 500 EPS A full implementation of the Biden tax plan would reduce S&P 500 EPS by 9%. Image: Goldman Sachs Global Investment Research

U.S. Dollar Index (DXY) and U.S. GDP as Percent of Global GDP Should investors expect the U.S. dollar to depreciate further over the next few years? Image: BCA Research

Volatility – S&P 500 and 12-Month Count of Daily Changes Exceeding +/- 1% The current stock market looks a lot like the dot-com bubble, as it shows the same pattern of rising stocks and volatility. Image: Topdown Charts

U.S. Excess Savings Could excess savings drive the U.S. stock market higher? Image: Deutsche Bank

Long-Term U.S. Government Bond Quarterly Total Returns With low interest rates and inflation on the horizon, is Warren Buffett right to be bearish on bonds? Image: Financial Times

Growth vs. Value Rotation The latest rotation has been the most significant since 2010. But will Value still falter in the long run? Image: Goldman Sachs Global Investment Research

U.S. Small Business Sales U.S. small business sales have accelerated sharply, but how long will this last without more stimulus? Image: Morgan Stanley Research

Growth vs. Value Return Value is beating Growth year-to-date. But is Value the long-term winner? Image: Goldman Sachs Global Investment Research

Annual Global Equity Flows Global equity inflows are very strong. Image: BofA Global Investment Strategy

WTI Crude Oil Price and Fitted Oil Price Should investors expect higher oil prices in 2021 and 2022? Image: Deutsche Bank Asset Allocation