Search Results for: 5-year

Core PCE Inflation and 5-Year, 5-Year Forward Breakeven Inflation Rate Are inflation expectations too high? Image: Alpine Macro

Financial Stocks vs. Financial Bonds and 5-Year U.S. Treasury Bond Financial stock outperformance tends to track 5-year rates. Image: BofA Global Investment Strategy

Value vs. Growth Stocks and U.S. 5-Year Inflation Breakeven Rate According to BofA, value stocks are broken after the worst performance relative to growth over a 10-year period. Image: BofA Research Investment Committee

Yield Curve – Difference 5-Year and 30-Year Treasury Yields The yield curve steepens after the Fed pivot. Are Gold prices at risk? Image: Financial Times

Gold Price and Forecast 5-Year Real Rates Goldman Sachs expects U.S. real rates to continue to fall, and raised its 12-month forecast on gold to $2000/toz. Image: Goldman Sachs Global Investment Research

Relative Performance of Bank Shares vs. Index and 5-Year Treasury Yield This chart suggests the relationship between interest rates and relative bank performance. Image: BofA Global Investment Strategy

5-Year TIPS Yield (U.S. Real Rates) vs. Gold Generally, when the U.S. 5-year TIPS yield goes down, gold tends to up. Image: The Daily Shot

Emerging Market Price-to-Book and Subsequent 5-Year Returns This chart shows the correlation between EM price-to-book and subsequent 5-year returns, suggesting higher returns for emerging markets. Image: J.P. Morgan

The U.S. Dollar’s 15-Year Cycles The chart suggests that the cycle in U.S. dollar from peak to peak is about 15 years on average. Image: Financial Times

Brent 5-Year Futures Price This chart shows that long-dated oil prices stayed relatively flat after attacks on Saudi Arabia’s oil infrastructure. Image: Goldman Sachs Global Investment Research