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. 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
Total Return – U.S. Equities vs. U.S. Corporate Bonds Should investors favor investment grade corporate bonds over U.S. stocks? Image: BofA Global Investment Strategy
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 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 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
Valuation – S&P 500 Trailing 4Q PE Should investors take a cautious approach to U.S. stocks? Image: BofA US Equity & Quant Strategy
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 Will investors’ love of tech stocks continue? Image: BofA Global Investment Strategy
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 How will commodities perform for the rest of the year? Image: BofA Global Investment Strategy
Equity Flows in H1 Could too much liquidity create market instability? Image: BofA Global Investment Strategy