Who Is Buying U.S. Equities?

Who Is Buying U.S. Equities? The only buyer of US equities remains corporates, not households and institutions. Image: BofA Merrill Lynch Global Investment Strategy

Trade War and Financial Conditions Index

Trade War and Financial Conditions Index The trade war has tightened the Goldman Sachs FCI by about 60bp cumulatively. The Goldman Sachs Financial Conditions Index (FCI) is a weighted sum of a long-term corporate yield, a short-term bond yield, the exchange rate, and a stock market variable. Image: Goldman Sachs Global Investment Research

S&P 500 Annual Buybacks Since 2007

S&P 500 Annual Buybacks Since 2007 Thanks to tax cuts and low interest rates, U.S. corporate stock buybacks are booming since 2010. According to Goldman Sachs, the stock market should get around $1 trillion boost via buybacks this year. Image: Goldman Sachs Global Investment Research

The Top 10 Risks to the Global Economy

The Top 10 Risks to the Global Economy US-China trade conflict, US corporate debt burden, and emerging-markets crisis are the main global risks according to the Economist Intelligence Unit (EIU). Image: World Economic Forum

BBB Debt by Sector in the U.S.

BBB Debt by Sector in the U.S. By sector in the U.S., financial institutions have the largest amount of ‘BBB’ debt: $744 billion. That’s 53% of investment-grade bonds in the United States. You may also like “The U.S. Corporate Bond Debt Rated ‘BBB’ Exceeds $3 trillion.”  Image: S&P Global Fixed Income Research