Financials Corporate Client Buybacks and Percent of Sector Market Capitalization Financials buybacks are booming, which is good news for financial stocks. Image: BofA Securities
Buybacks by Market Capitalization Buybacks are currently driven by large caps. Image: BofA Securities
Fed Ownership of Treasury Market The Fed’s ownership of nearly 25% of Treasury securities helps explain the disconnect between rates and the real economy. Image: Morgan Stanley Wealth Management
Real Estate Stocks – Weekly Real Estate Flows Could real estate stocks present opportunities? Image: BofA Securities
Fed MBS Holdings and FHFA House Price Index Despite a strong U.S. housing market, the Federal Reserve continues to buy mortgage-backed securities (MBS). Image: BofA Global Investment Strategy
Flows – Rolling Four-Week Average Net Buys of Tech Stocks BofA’s clients are selling tech stocks after record inflows. Image: BofA Securities
Passive vs. Active Investing – Single Stocks vs. Equity ETFs More passive investing amid COVID, as BofA clients have bought ETFs almost 90% of the time over the last 50 weeks. Image: BofA Securities
Buybacks and S&P 500 Returns Chart suggesting that there is no evidence that buybacks blackouts represent a risk to markets. Image: BofA Securities
Growth ETF vs. Value ETF Flows This chart puts into perspective Growth ETF vs. Value ETF flows. Image: BofA Securities
Cumulative YTD Flows in Large vs. Small Cap Stocks BofA’s clients sell large cap stocks and buy small caps, amid new market highs. Image: BofA Securities
Cumulative YTD Equity Sector Flows: Single Stock vs. ETF BofA clients bought ETFs and sold single stocks for the four week. Image: BofA Securities