MSCI ACWI Ex. U.S. ETF and ACWI Ex. U.S. Relative to S&P 500
MSCI ACWI Ex. U.S. ETF and ACWI Ex. U.S. Relative to S&P 500 The 3-year bear market for global equities ex. U.S. is over. Image: Strategas Research Partners
Category: Blog
Average Annual S&P 500 Performance by Political Control Scenario
Average Annual S&P 500 Performance by Political Control Scenario A Democratic sweep should not scare markets. Image: Truist
U.S. Dollar Index (DXY) and USD CFTC Net Speculative Positions
U.S. Dollar Index (DXY) and USD CFTC Net Speculative Positions Speculators increased their net short U.S. dollar positions. Image: Societe Generale Cross Asset Research
Performance Small-Cap Stocks – Russell 2000 vs. S&P 500 Relative Total Returns Based on President/Congress Since 1979
Performance Small-Cap Stocks – Russell 2000 vs. S&P 500 Relative Total Returns Based on President/Congress Since 1979 Historically, small cap stocks have outperformed large cap stocks in periods of a Democratic President and Democratic Congress. Image: BofA US Equity & Quant Strategy
Social Immobility vs. Income Inequality
Social Immobility vs. Income Inequality Countries with higher levels of income inequality have higher rates of social immobility. Will income inequality in the United States continue to worsen? Image: BCA Research
S&P 500 Performance from Different ISM Starting Points
S&P 500 Performance from Different ISM Starting Points When the ISM is between 55 and 60, the S&P 500 tends to underperform its long-term average over the next 3, 6 and 12 months. Image: J.P. Morgan Asset Management
U.S. Dollar Index (Inverted) and 52-Week Change in Bitcoin
U.S. Dollar Index (Inverted) and 52-Week Change in Bitcoin Why do Bitcoin prices follow the U.S. dollar? Is Bitcoin really money? Image: Alpine Macro
U.S. Inflation Expectation – 30-Year Breakeven Rate
U.S. Inflation Expectation – 30-Year Breakeven Rate Is inflation coming back in the United States? Image: Crescat Capital LLC
VIX and S&P 500 1-Month Realized Volatility
VIX and S&P 500 1-Month Realized Volatility Implied volatility remains elevated despite the equities rally. Image: Goldman Sachs Global Investment Research
Performance – Dogs of the Dow vs. S&P 500 from the 2020 Low
Performance – Dogs of the Dow vs. S&P 500 from the 2020 Low The Dogs of the Dow (10 highest yielding stocks in the Dow Jones) are lagging the S&P 500 from the March low. Bullish rotation into lagging names is needed for the Dow Dogs to outperform the S&P 500 this year. Image: BofA…
S&P 500 – Return vs. Volatility
S&P 500 – Return vs. Volatility Despite above average volatility, the coronavirus pandemic drove strong market gains in 2020. Image: Fidelity Investments