Interest Rates – Fed Rate Hike

Interest Rates – Fed Rate Hike Markets are now pricing in at least one rate hike in the first quarter of 2023, based on expectations for higher inflation and strong growth. Image: J.P. Morgan Asset Management

S&P 500 Cyclicals vs. Defensives

S&P 500 Cyclicals vs. Defensives Should investors expect temporary inflation spikes during the recovery and favor large tech stocks? Image: BofA Global Research

S&P 500 – 1940’s Reflation Analog

S&P 500 – 1940’s Reflation Analog If inflation rises a little and real rates go lower, it could be bullish for stocks. Image: Fidelity Investments

Major Central Bank Balance Sheets

Major Central Bank Balance Sheets JPMorgan expects asset price inflation, as the expansion of global central bank balance sheets could reach $5tn in 2021. Image: Financial Times

Where Are We In The Cycle?

Where Are We In The Cycle? Morgan Stanley expects a Goldilocks recovery in 2021, along with benign inflation and accomodative policies. Image: Morgan Stanley Research