S&P 500 Correlation with U.S. Real Yield The correlation of the S&P 500 with real yields has been negative for most of this year, but it has turned positive again. Image: Goldman Sachs Global Investment Research
Gold Price and Net % of Investors Saying Gold Overvalued Is gold overvalued at current levels? Is gold currently overvalued? Image: BofA Global Investment Strategy
U.S. Bull Markets Throughout History The new bull market was confirmed this week, and it’s already almost 5 months old. Image: CNBC
U.S. 10-Year Government Bond Total Return vs. Price of Lumber The surge in lumber prices suggests downside risk for bond prices. Image: BCA Research
Dow Jones Industrial Average vs. S&P 500 The Dow Jone Industrial Average is lagging the S&P 500, as it is underweight in technology and overweight in financials and industrials. Image: CNBC
Mega-Cap Growth Stocks – Awesome 8 “Awesome 8” stocks are up around 60% YTD, while median US stocks are down 14% YTD. Image: BCA Research
Apple Stocks – Market Capitalization Apple hit a market capitalization of $2 trillion. But is the stock a buying opportunity? Image: Financial Times
U.S. Retail Sales – Store Retailers vs. Nonstore Retailers Can U.S. store retailers come back to life as the lockdown eases? Image: BCA Research
S&P 500 and % of S&P 500 Members with New 52-Week Highs The S&P 500 hit all-time high, but with fewer stocks participating. Image: Bloomberg
Correlation – U.S. Dollar and U.S. Equities The correlation between the U.S. dollar and the S&P 500 (inverted) rises sharply. Image: BofA Global Research
Bear Market – S&P 500 Recovery After >30% Declines It was the fastest bear market and the fastest recovery in history. Image: Hondo Tomasz