S&P 500 Index and Money Market Fund Assets as a Percent of Equity Market Capitalization Could the S&P 500 Index go higher from current levels? Image: Morgan Stanley Wealth Management
Reflation Trade – U.S. Bond and Equity Markets Is the U.S. reflation trade still alive? Image: BCA Research
Global Equity Market – MSCI All-Country World vs. 30-Year T-Bond After a strong rally, should investors expect a consolidation in the global equity market in the coming months? Image: BCA Research
S&P 500 Return – Equity Market Trends Around U.S. Capital Gains Tax Rate Hikes Equity prices tend to decline around U.S. capital gains tax hikes, but are likely to be short-lived. Image: Goldman Sachs Global Investment Research
Who Owns the Equity Market in the United States? U.S. households’ equity ownership has declined, but remains high. Image: Deutsche Bank
Technology as a Share of Global Equity Market Capitalization Tech accounts for 33% of global equity market capitalization. Is it a peak? Image: BofA Global Research
Global Equity Market Sentiment Global investors are still optimistic, as global stock market sentiment remains above its one-year rolling average. Image: Nomura
FMS Investors and U.S. Equity Market 53% of FMS investors think the U.S. equity market is in a late-stage bull market, while only 13% think the U.S. equity market is in a bubble. Image: BofA Global Fund Manager Survey
U.S. Equity Market Implications of Election Scenarios Chart suggesting the equity market implications of five possible U.S. election outcomes. Image: BofA Global Research
Eurozone Equity Markets Eurozone equity markets could be in for pain if euro rally continues. Image: Gavekal, Macrobond