Search Results for: bear

S&P 500 Real Earnings Yield Is the S&P 500 real earnings yield bearish for the U.S. stock market? Image: The Daily Shot

Markets – Investment Clock The investment clock is in the bear flattening phase. Image: BofA Global Research

S&P 500 Consensus Long-Term Growth Forecast The S&P 500 consensus long-term growth is at record high. Is this a bearish signal? Image: BofA US Equity & Quant Strategy

Equities – MSCI ACWI Total Return vs. U.S. High Yield/High Grade Total Return Relative Is credit a bearish sign for global equities? Image: BofA Global Investment Strategy

S&P 500 Real Earnings Yield Historically, negative real earnings yields tend to be bearish for U.S. stocks due to policy response. Image: BofA Global Investment Strategy

S&P 500 Futures and 50-Day Moving Average Morgan Stanley remains bearish on the U.S. stock market for this fall. Image: Morgan Stanley Research

S&P 500 Index and U.S. Corporate High Yield Index Is high yield credit a bearish sign for the S&P 500? Image: Morgan Stanley Wealth Management

Real Earnings Yield – S&P 500 12-Month Forward Earnings Yield Minus 10-Year TIPS Breakevens Is the S&P 500 real earnings yield now bearish for the U.S. stock market? Image: Topdown Charts

S&P 500 3-Month Seasonality Returns and Percentage of Time Up – Presidential Cycle Year 1 S&P 500 seasonality is more bearish in Presidential cycle year 1, from late summer into the fall. Image: BofA Global Research

CTAs Aggregate Net Position in USD vs. the Dollar Index (DXY) CTAs remain bearish on the U.S. dollar. Image: Nomura

S&P 500 and Investment Grade Bonds The divergence between investment grade bonds and the S&P 500 tends to be a bearish signal for the S&P 500. Image: BofA Global Research