S&P 500 Tech and Health Care + Amazon + Google vs. S&P 500 Excluding Tech and Health Care This chart highlights the outperformance of S&P 500 YTD (tech and health care + Amazon + Google) vs. S&P 500 (excluding tech and excluding health care). Image: BofA Global Investment Strategy
Stocks Performance – China (CSI 300) vs. U.S. (S&P 500) vs. Europe (Stoxx 600) Chinese stocks outperform the S&P 500 and Stoxx 600, amid the coronavirus turbulence. Image: Financial Times
Permanent Job Losers in the U.S. Permanent job losers continued to rise in June. Last time, it took three years for permanent job losses to peak. Image: Nordea and Macrobond
Oil Demand under Business as Usual Scenario vs. Base Case Goldman Sachs predicts that global oil demand will not rebound to pre-coronavirus levels until 2022. Image: Goldman Sachs Global Investment Research
European Consumer Staples Sector In relative and absolute terms, the valuation of the European tobacco sector is near all-time lows. Image: Goldman Sachs Global Investment Research
Quantitative Easing (QE) – Fed Asset Purchases This chart puts QE4 into perspective. Image: BofA Global Investment Strategy
S&P 500 vs. U.S. Labor Market This chart highlights the wide divergence between the S&P 500 and the U.S. labor market. Image: Hondo Tomasz
% of Economies with Improving Manufacturing PMI vs. Previous Month Recent global manufacturing PMI data suggest the economic comeback is underway. Image: Morgan Stanley Research
S&P 500 and Weight of Information Technology Sector The S&P 500 has a significant weighting for tech stocks that have weathered the coronavirus panic. Image: Morgan Stanley Research
Global Manufacturing PMI in June Global manufacturing PMIs rise to 48.9 in June, and suggest a V-shaped recovery in global economy. Image: Morgan Stanley Research
Coronavirus – Estimated Effective Reproduction Number in the U.S. The estimated effective reproductive number (Rt) at 1.10 suggests that the growth in the number of COVID-19 cases is accelerating in the United States. Image: Goldman Sachs Global Investment Research