U.S. Dollar vs. S&P 500 Index Forward Price/Earnings

U.S. Dollar vs. S&P 500 Index Forward Price/Earnings Keeping a close eye on the correlation between the U.S. dollar and S&P 500 valuation multiples is essential, especially considering the potential end of the greenback’s bull market cycle. Image: Morgan Stanley Wealth Management

Inflation – Potential Paths for U.S. Core CPI

Inflation – Potential Paths for U.S. Core CPI If the Fed cuts rates in June, U.S. core CPI is expected to exceed the Fed’s 2% inflation target, which could pose challenges for the central bank in maintaining price stability. Image: BofA Global Investment Strategy

Aggregated U.S. Equity Futures Positions

Aggregated U.S. Equity Futures Positions While showing reduced bullishness, leveraged funds and asset managers maintain a positive market outlook by holding net long positions in U.S. equity futures. Image: Deutsche Bank Asset Allocation

U.S. CPI Inflation

U.S. CPI Inflation – Volatility vs. Inflation The United States has had remarkably steady inflation rates for 40 years, unlike the fluctuating patterns seen since 1775. This anomaly can be attributed in part to monetary policies aimed at keeping inflation levels low and stable. Image: BofA Global Research

Weekly U.S. Equity Fund Flows

Weekly U.S. Equity Fund Flows U.S. equity funds saw very strong inflows of $54.26 billion over the past week, reflecting investors’ optimism and growing appetite for potential returns in the U.S. stock market. Image: BofA Global Research

Inflation – U.S. CPI Forecasts

Inflation – U.S. CPI Forecasts If the Fed cuts rate hikes in June, the U.S. headline CPI is expected to exceed the Fed’s 2% inflation target, potentially creating challenges for the central bank in maintaining price stability. Image: BofA Global Investment Strategy

When Do You Expect the U.S. Equity Market Will Peak?

When Do You Expect the U.S. Equity Market Will Peak? 77% of financial advisors believe the bull market will continue beyond 2024, as they expect stellar corporate results, easy financial conditions, and lower interest rates to support its continuation. Image: BofA US Equity & Quant Strategy

U.S. Presidential Approval Rating vs. Unemployment Rate

U.S. Presidential Approval Rating vs. Unemployment Rate Despite the robust labor market and economic growth, President Biden’s approval rating has declined due to public unease over high inflation. Image: BofA Global Investment Strategy

U.S. Real Retail Sales and Recession

U.S. Real Retail Sales and Recession In February, U.S. real retail sales stand at -1.62% YoY. About 70% of U.S. GDP is personal consumption. In the past, real retail sales trended sideways before the recession began.