S&P 500 Cyclicals vs. Defensives

S&P 500 Cyclicals vs. Defensives Should investors expect temporary inflation spikes during the recovery and favor large tech stocks? Image: BofA Global Research

S&P 500 and Bank Reserves

S&P 500 and Bank Reserves U.S. excess liquidity is expected to rise significantly and tends to push equities higher. Image: Nordea and Macrobond