U.S. ISM Manufacturing Index vs. U.S. Core CPI (Core Inflation Leading Indicator) U.S. annual core CPI at 1.3% in February. The U.S. ISM Manufacturing Index tends to lead U.S. Core CPI by 24 months. You may also like “ISM Manufacturing Index vs. S&P 500 Index” and “U.S. Core Inflation Expected Over the Next 21 Months.“…
U.S. Value vs. Growth Stocks – 10-Year Annualized Returns The 10-year annualized return for value vs. growth stocks remains deeply negative, despite the recent strength in value stocks. Image: BofA Global Research
Coronavirus Pandemic – Activity in Most Major Advanced Economies Economic activity in most major advanced economies is moving sideways. Image: Bloomberg
S&P 500 Cyclicals vs. Defensives Should investors expect temporary inflation spikes during the recovery and favor large tech stocks? Image: BofA Global Research
Returns – Fastest 10% Corrections for the Nasdaq Historically, fast corrections for the Nasdaq tend to produce strong returns. Image: LPL Research
Cumulative Equity Fund Flows Global equity fund inflows are very strong in recent months. Image: Goldman Sachs Global Investment Research
CEO Business Confidence CEOs are very confident in future business conditions in the United States. Image: Longview Economics
Russell 3000 Value/Growth Ratio – Price/Earnings Ratio Value stocks remain cheap relative to growth stocks, despite the recent strength in value stocks. Image: Morgan Stanley Wealth Management
U.S. 10-Year Yield vs. Cumulative Total Equity Flows Equity funds tend to experience net inflows as rates rise. Image: Deutsche Bank Asset Allocation
S&P 500 Index – Months from Market Bottom Should investors expect the S&P 500 to trade sideways? Image: Morgan Stanley Wealth Management
U.S. Labor Force Participation Rate The U.S. labor force participation rate is low amid the coronavirus pandemic and could be a serious obstacle to the economic recovery. Image: Real Investment Advice