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
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
Net Investor U.S. Equity Futures Positions vs. Robinhood Distinct User Positions in S&P 500 Stocks Is this going to end well? Goldman Sachs is starting to worry about valuation. Image: Goldman Sachs Global Investment Research
High Yield Volatility High yield volatility is likely to remain elevated from economic weakness. Image: Morgan Stanley Research
Quarterly Gain >15% and S&P 500 Index Return Big quarterly gains (>15%) tend to see continued strength. Image: LPL Research
Trade Globalization Will the coronavirus pandemic add momentum to the deglobalization trend? Image: BCA Research