Search Results for: economy

Net % of FMS Investors Expecting Stronger Economy FMS investors expect a weaker economy in the next 12 months. Are FMS economy expectations too pessimistic? Image: BofA Global Fund Manager Survey

Probabilities of the U.S. Economy Entering Recession in the Following Periods The probability of a U.S. recession in H1 2023 is rising. Image: Morgan Stanley

Consumer Expectations – What Do You Expect of the U.S. Economy over the Next 12 Months? Most American consumers are not very optimistic about the U.S. economy over the next 12 months. Image: BofA Global Research

Goods and Services Split for U.S. Economy and S&P 500 Earnings Cooling demand for goods could hit U.S. stocks. Image: BlackRock Investment Institute

Net % OW Equities vs. Net % Expecting Stronger Economy Pessimism about global growth is easing, suggesting a higher net equity allocation. Image: BofA Global Fund Manager Survey

Asset Price Inflation and “Real Economy” Inflation Gold performed well during the 1973-1983 decade. Image: Goldman Sachs Global Investment Research

FMS Investors – U.S. ISM Index YoY vs. Net % Expecting Stronger Economy Will the U.S. ISM index drop below 50 in 2022Q2 ? Image: BofA Global Fund Manager Survey

Global Economy – FMS Economic Expectations Has the global economy growth peaked? Image: BofA Global Fund Manager Survey

Economy – U.S. Miles Driven Has the pandemic changed driving habits in the United States? It appears that Americans are now driving as much as before the pandemic. Image: Gavekal, Macrobond

U.S. Election – Donald Trump vs. Joe Biden and the U.S. Economy Americans think that Donald Trump will be better for the U.S. economy if he is re-elected rather than if Joe Biden is elected. Image: BofA Global Research

China Stocks – New Economy Relative to Old Economy China’s new economy stocks featured higher profitability and revenue growth. Image: Morgan Stanley Research