Category: Blog

Coronavirus Pandemic and Population Immunized in 2021 G10 economies are expected to achieve herd immunity by the next summer. Image: Deutsche Bank

G10 Central Bank Expected Average Monthly Quantitative Easing (QE) in 2021 Central banks are expected to provide more liquidity to markets in 2021. Image: Morgan Stanley Research

Cyclical Stocks – Russell 2000 / Nasdaq 100 and U.S. 10-Year Real Yields Chart suggesting that the stock rotation should continue as cyclical stocks perform better from higher interest rates and better growth. Image: Morgan Stanley Research

S&P 500 November Seasonality Can investors expect a Thanksgiving rally this year? Image: Goldman Sachs Global Investment Research

S&P 500 – Actual Paid Dividends and Future Implied Dividends Markets are pricing lower dividends for S&P 500 companies over the long term. Image: Goldman Sachs Global Investment Research

Market Breadth – Percent of Members Above 200-Day Moving Average Market breadth has improved dramatically. 85% of S&P 500 stocks above the 200-day moving average is historically bullish. Image: Morgan Stanley Weath Management

% of Bonds Trading at Negative Yields Bonds that are trading at negative yields jump again. Image: J.P. Morgan

Performance – All Weather Portfolio (Stocks, Bonds, Cash and Gold) The All Weather Portfolio of 25/25/25/25 in stocks, bonds, cash and gold is up 14% YTD, well above its historical annual average of 6%. Image: BofA Global Investment Strategy

Coronavirus – Daily Number of New COVID-19 Cases in the United States COVID-19 cases in the United States keep climbing, signaling an expanding outbreak. Image: The Daily Shot

Weekly Gold Fund Flows This week saw the largest outflow from gold ever, as vaccine optimism soars. Image: BofA Global Investment Strategy

Global Tech Flows 6th largest inflow to tech ever, as investors expect the tech sector to continue to outperform Image: BofA Global Investment Strategy