Category: Blog

Upside vs. Downside Estimated Potential Impact for U.S. Equities This chart suggests the potential impacts of catalysts for U.S. equities. Image: UBS

Global Oil Demand Growth by Sector Global oil demand is recovering sequentially as the world’s coronavirus lockdowns are being eased. Image: BofA Global Research

Value vs. Growth Will value stocks outperform growth stocks as the economy rebounds? Image: BofA Research Investment Committee

Twin Deficits vs. Gold-to-S&P 500 Ratio U.S. twin deficits suggest that gold could outperform the S&P 500. Image: Crescat Capital LLC

Net Bullish Open Option Strategies This chart highlights the surge in options trading by retail traders. Image: Deutsche Bank Asset Allocation

S&P 500 Equal Weight Index/S&P 500 Index vs. S&P 500 Three-Month Earnings Revisions The current gap between the equal- and cap-weighted indexes has usually ended with the underperformance of mega-cap stocks. Image: Morgan Stanley Weath Management

NYSE FANG+ Stocks vs. Four Horsemen 1997-2000 Another tech bubble in the making? Image: Alpine Macro

Importance of the Biggest Stocks by Region With rising stock market concentration, investors are taking more risk. Image: Societe Generale Cross Asset Research

MSCI Latin America vs. MSCI World and Russell 1000 Value vs. Russell 1000 Growth Latin America vs. Developed Markets has been highly correlated to Value vs. Growth. Image: Goldman Sachs Global Investment Research

China Copper Import Volume The rise in copper demand suggests a robust recovery. Image: Morgan Stanley Wealth Management

Valuation – Banks vs. Tech FMS investors say banks are undervalued vs. tech. Image: BofA Global Fund Manager Survey