Markets Total Return in 2020 The coronavirus pandemic drove strong market gains in 2020, thanks to unprecedented monetary and fiscal stimulus, as well as positive news on vaccine development. Image: J.P. Morgan Asset Management
Number of Nasdaq 100 Companies with 50% Returns Since 2010 Which companies in the Nasdaq 100 will be a good bet in 2021? Image: Bloomberg
Volatility – Daily S&P 500 Closing Change > 1% or < -1% The S&P 500 Total Return has gained 18.40% in 2020, despite above average volatility. Image: Ken Fisher, Fisher Investments
Top S&P 500 Stocks of 2020 Is Tesla stock overvalued or a buy for 2021? Image: CNBC
Median S&P 500 Trajectory After Declines in the VIX to Below 20 S&P 500 returns tend to accelerate when the VIX drops below 20 level. Image: Nomura
Nasdaq 100 – U.S. S&P Tech / S&P 500 Has technology reached its peak after the massive run in 2020? Image: BCA Research
Performance – S&P 500 Completion Index vs. S&P 500 Index The S&P 500 Completion Index, which tracks U.S. mid, small, and micro-cap stocks not included in the S&P 500 Index, has outperformed YTD, thanks to Tesla. Image: The Wall Street Journal
Hedge Funds’ Aggregate Net Exposure to DM Equities The overall hedge funds net exposure to DM stock market is not stretched. Image: Nomura
Real U.S. GDP Forecast Goldman Sachs expects a shorter and smaller dip in U.S. GDP and increases its GDP estimates for Q1 2020 to 5% due to the fiscal stimulus measures. Image: Goldman Sachs Global Investment Research
Performance – MSCI Indices – Global Stock Prices Are global tech stocks still attractive in 2021, after the massive run this year? Image: Financial Times
Federal Reserve Balance Sheet as % of GDP The Federal balance sheet is expected to expand by more than 40% of GDP. Image: BofA Global Research