Category: Blog

U.S. Housing Demand and Mortgage Delinquencies A strong recovery in housing demand, but an increase in mortgage delinquencies. The wealth gap is widening in the United States. Image: BofA

Relative Total Return of the Russell 1000 Growth Index vs. the Russell 1000 Value Index Will the Russell 1000 Growth Index continue to significantly outperform the Russell 1000 Value Index? Image: BofA US Equity and Quantitative Strategy

Quantitative Easing (QE) and Bond Yields Bond yields tend to move higher after QE starts. So far, however, QE seems to have a different effect on the bond market. Image: J.P. Morgan

S&P 500 Index vs. Retail Favorites Index Retail investor stock picks are beating the S&P 500 Index YTD. But are retail investors ready for a market crash? Image: The Daily Shot

Global Manufacturing PMI vs. S&P 500 Financials Index/S&P 500 Index Financials are generally highly correlated with the rebound in economic indices, but they are lagging. Image: Morgan Stanley Wealth Management

Growth ETF vs. Value ETF Flows This chart puts into perspective Growth ETF vs. Value ETF flows. Image: BofA Securities

S&P 500 Total Return – Bear Market Bottoms This chart shows bear markets over the past 100 years. Is a new bull market cycle underway? Image: Fidelity Investments

VIX vs. S&P 500 The VIX and the S&P 500 tend to move in opposite directions. As the VIX is raising, it is a warning signal for the recent market rally. Image: The Daily Shot

Correlation, Advance/Decline Line of the S&P 500 and S&P 500 Index The advance/decline line of the S&P 500 Index has steadily deteriorated during the recent market rally. Image: Morgan Stanley Wealth Management

Biden-Trump Election Betting Odds As odds are rising, is Donald Trump on course to repeat 2016 win? Image: J.P. Morgan

Valuation – MSCI World Tech 12M Fwd P/E Relative Chart suggesting that MSCI World Tech relative P/E doesn’t appear expensive. Image: J.P. Morgan