Central Bank Speech-Stance on Central Bank Digital Currencies (CBDC) Central bank digital currencies (CBDC) are now more popular than ever. Image: Goldman Sachs Global Investment Research
G4 Central Banks’ Balance Sheet in 2022 The G4 central banks’ balance sheet is expected to reach $29 trillion in 2022. Image: Morgan Stanley Research
U.S. Zombie Companies and Debt The cost of extended monetary easing: U.S. zombie companies have accumulated $1.4 trillion of debt. Image: Bloomberg
FY2 P/E Multiple of S&P 500 Top and Bottom Sector-Neutral Valuation Quintiles The valuation dispersion for stocks in the S&P 500 is historically high. Image: Goldman Sachs Global Investment Research
AAII Bullish Sentiment Above 50 Historically, a reading above 50 for the AAII Bullish Sentiment is contrarian bearish. Image: BofA Global Research
Sentiment – FMS Investor Optimism on Stocks Is it time to sell on vaccine news, as BofA suggests? Image: BofA Global Fund Manager Survey
Performance – Value Sectors vs. Growth Sectors When the probability of an effective vaccine has increased, value sectors have outperformed the S&P 500 index while growth sectors have lagged. Image: J.P. Morgan Asset Management
FMS Investors – Net % Think Small Caps will Outperform Large Caps Historically, small caps tend to outperform large caps after recessions. Image: BofA Global Fund Manager Survey
Trade-Weighted U.S. Dollar Index Goldman Sachs expects the depreciation in the broad U.S. dollar to continue in 2021 and beyond. Image: Goldman Sachs Global Investment Research
MSCI All Country World Index (MSCI ACWI) – Value Minus Growth, One-Day Change Should investors forget growth stocks, as value investing is back in play? Image: Morgan Stanley Wealth Management
Stocks – U.S. Free Liquidity and MSCI USA YoY Should investors expect more upside for U.S. stocks, as U.S. free liquidity continues to rise? Image: BofA Global Research