U.S. Real GDP Growth Forecast

U.S. Real GDP Growth Forecast Is a period of inflation combined with a decline or stagnant U.S. GDP on the horizon? Image: BofA Global Investment Strategy

U.S. 10-Year Treasury Yield Estimates

U.S. 10-Year Treasury Yield Estimates While U.S. stocks rise to all-time highs, U.S. 10-year Treasury yield estimates are stalling. Image: BofA Global Investment Strategy

Rolling 12-Month Buyback Announcements

Rolling 12-Month Buyback Announcements Stock buyback announcements continue to increase, which is good news for stocks. Image: J.P. Morgan US Equity Strategy and Global Quantitative Research

Coronavirus – Covid Cases vs. Deaths by Country

Coronavirus – Covid Cases vs. Deaths by Country The delta COVID-19 variant poses a risk, but the link between COVID cases and deaths has weakened. Image: J.P. Morgan Global Markets Strategy

Tech Stocks – U.S. FAAMG vs. China BAT

Tech Stocks – U.S. FAAMG vs. China BAT Should investors be more cautious about China’s crackdown on its tech giants? Image: BofA Global Investment Strategy

Tech Flows in H1

Tech Flows in H1 Will investors’ love of tech stocks continue? Image: BofA Global Investment Strategy

Global Manufacturing PMI vs. MSCI ACWI

Global Manufacturing PMI vs. MSCI ACWI PMI’s are peaking. Historically, markets tend to lead the macro for most time periods. Image: BofA Global Investment Strategy

Commodities H1 Annualized Return

Commodities H1 Annualized Return How will commodities perform for the rest of the year? Image: BofA Global Investment Strategy

Equity Flows in H1

Equity Flows in H1 Could too much liquidity create market instability? Image: BofA Global Investment Strategy