Stock Market Strength vs. Volatility
Stock Market Strength vs. Volatility 2022 starts to smell like 2008. Are U.S. stocks in a secular bear market? Image: Willie Delwiche
Stock Market Strength vs. Volatility 2022 starts to smell like 2008. Are U.S. stocks in a secular bear market? Image: Willie Delwiche
MSCI All Country World Index and Global Pairwise Stock Correlations The bear market bottom is probably not yet in, as stock correlation is higher at global market bottoms. Image: Morgan Stanley Wealth Management
Philadelphia Fed Survey vs. S&P 500 Earnings Growth Rate The bear market bottom is probably not yet in as the Philly Fed survey suggests an earnings recession is highly likely. Image: Real Investment Advice
S&P 500 Following Sentiment Extremes The latest AAII U.S. investor sentiment bull – bear spread suggests promising S&P 500 returns over the next few months. Image: Richardson Wealth
Commodities Breadth Tapering After a historic two years, should investors be bearish on commodities right now? Image: Topdown Charts
Gold vs. Long-Term Treasuries Rising yields tend to be bearish for gold. Image: Morgan Stanley Wealth Management
European Stocks – Stoxx 600 Should investors be bearish on European equities? Image: BofA Global Research
S&P 500 Index vs. Commodities The sharp rise in commodity prices could be bearish for U.S. stocks. Image: Real Investment Advice
European Stocks – Euro Area M1 Momentum vs. Euro Area PMI Momentum Should investors be bearish on European stocks? Image: BofA Global Research
Global Equity Markets – MSCI ACWI Index with HY/IG Flows BofA sees a rates shock this year and remains bearish on equities and credit. Image: BofA Global Investment Strategy
U.S. Dollar Index vs. Commodities A strong U.S. dollar tends to be bearish for commodities. Image: Real Investment Advice