S&P 500 Index and Technical Score With a reading of 55.41, the U.S. stock market is no more overbought, suggesting a potential shift in investor sentiment and a possible opportunity for market participants to reassess…
U.S. 10-Year Treasury Yields Forecast According to Goldman Sachs, the 10-year U.S. Treasury yield is expected to be 4.25% by the end of 2024, a forecast that contrasts sharply with the expectations of the futures…
Are You More Likely to Increase or Decrease Equity Exposure Over the Coming Days/Weeks? Only 35% of JPM clients are considering increasing their exposure to equities, revealing a prudent sentiment among them, which has a…
CTAs Exposure to Equities CTAs’ overall allocation to equities in the 94th percentile suggests that Commodity Trading Advisors remain very confident in the potential for positive returns in equities. Image: Deutsche Bank Asset Allocation
S&P 500 Weekly Announced Buybacks U.S. share buyback authorization announcements remain strong, reflecting companies’ confidence in their financial positions and their commitment to returning value to shareholders. Image: Deutsche Bank Asset Allocation
GWIM 4-Week ETF Flows as % of AUM BofA’s private clients have been buying EM debt, Japan, munis ETFs, and selling healthcare, utilities, energy ETFs over the past four weeks. Image: BofA Global Investment Strategy
CTAs Exposure to Gold CTAs’ bullish stance on gold reflects their confidence in the precious metal’s ability to experience upward price momentum and its potential as a hedge against inflation and financial uncertainties. Image: Deutsche…
Global Manufacturing PMI The global manufacturing PMI has returned to expansion territory, indicating a positive trend in global manufacturing activity. This is a welcome sign for the global economy. Image: Goldman Sachs Global Investment Research
Gold Price Forecast Deutsche Bank’s model with memory effect forecasts that gold prices will rise further. Image: Deutsche Bank
U.S. Stocks – Cyclicals vs. Defensives Cyclicals and defensives serve as reliable indicators of investor sentiment. The anticipation of economic growth often results in investors favoring cyclicals, leading to their outperformance over defensives. Image: Goldman…