Search Results for: equities

Dividend Yield of S&P 500 Components Yields on equities seem competitive vs. U.S. Treasuries, but equity risk does not disappear because a company pays a dividend. Image: Bespoke Investment Group

S&P 500 Dividend Yield and 30-Year Treasury Bond Are U.S. equities a “buy”? The dividend yield of the S&P 500 Index is now higher than the yield from a 30-year Treasury bond. This is a rare phenomenon. But the equity risk does not disappear because a company pays a dividend. Image: Bloomberg

What Usually Happens After A Yield Curve Inversion? Usually, the dollar keeps gaining, equities rises afterwards and the yield curve inverts further. Image: Nordea and Macrobond

Wage Growth, Monetary Policy and S&P 500 When the spread between wage growth and the Fed funds rate is wide, it is generally positive for equities. Image: Topdown Charts

World Semiconductor Sales Lead Emerging Markets This chart suggests that world semiconductor sales lead the MSCI emerging markets index by 3 months. This is very interesting before investing in emerging market equities. Country weights of the MSCI Emerging Markets Index: 33% China, 13.02% Korea, 11.35% Taiwan. Image: Nordea and Macrobond

S&P 500 and Hedge Fund Exposure While the S&P 500 is at all-time high, hedge funds increase their exposure to equities (last = 0.52). Image: Sentimentrader

Earnings Matter, Over the Long Run Over the long run, equities move with earnings. Currently, there is a big gap between U.S. and Europe earnings. As Warren Buffett said: “for 240 years, it’s been a terrible mistake to bet against America.” You may also like “Global Earnings since 2006.” Image: Cullen Roche

S&P 500 Performance Before and After Recessions since 1970 U.S. equities peaked about six months before the recession began. Image: Russell Investments

U.S. Equity Market Performance since 1914 Excellent comparison between real (adjusted for inflation) and nominal returns on U.S. equities. Image: Saxo Bank

Equity Fund Outflows at Record History tell us that equities rose significantly. Image: SunTrust IAG

Market Share of Algorithmic Trading by Asset Class Algorithmic trading has grown across asset classes, particularly in equities. Image: Goldman Sachs Global Investment Research