Category: Blog

Median PE Valuation on Global Factor Portfolio Historically, when value vs. growth valuation was this high, value stocks tended to outperform growth stocks. Image: Societe Generale Cross Asset Research

U.S. Election Hedges – S&P 500 Option Volumes Should investors hedge for U.S. elections? Image: Goldman Sachs Global Investment Research

China Real GDP and Industrial Production China is experiencing a strong V-shaped economic recovery from the coronavirus pandemic. Image: BofA Global Investment Strategy

S&P 500 vs. Commodity Research Bureau Index Commodities relative to stocks remain cheap, but is it time to buy? Image: Fidelity Investments

U.S. Market Liquidity U.S. market liquidity has improved since March lows, but remains below average levels. Image: Goldman Sachs

U.S. Dollar Index vs. Medium-Term Fair Value The U.S. dollar continues to be below medium-term fair value levels over the business cycle. Image: BofA Global Research

Volatility During U.S. Election Years Historically, volatility tends to decrease after elections. Image: Visual Capitalist

S&P 500 Average Performance through the Presidential Cycle 1872-2020 Historically, S&P 500 returns have been much better when a Democrat held the presidency. Image: BofA Global Research

ECB Staff Forecasts on Inflation How much trust should investors have in the ECB’s inflation forecasts? Image: Deutsche Bank

China Credit Impulse and Germany PMI (Leading Indicator) China credit impulse tends to lead Germany PMI by 6 months. Image: Scotiabank GBM Portfolio Strategy

U.S. 30-Year Mortgage Rates vs. 10-Year U.S. Treasury Yield U.S. 30-year mortgage rates have fallen to record low, but remain elevated relative to the 10-year U.S. Treasury yield. Image: Goldman Sachs Global Investment Research