Search Results for: cost

Inflation and Shipping Costs Global shipping rates usually lead producer prices by six months, indicating a potential rise in the Consumer Price Index in the near future. Image: BofA Global Investment Strategy

Bitcoin Market Price and Average Cost of Production Bitcoin’s market price currently exceeds the average cost of production, estimated by JP Morgan, creating a profitable scenario for miners. Image: J.P. Morgan

S&P 500 Borrow Cost vs. U.S. 10-Year Treasury Yield S&P 500 borrow costs remain low so far. Image: Goldman Sachs Global Investment Research

S&P 500 Revenues Minus S&P 500 Costs Increased costs have outpaced S&P 500 revenue growth, which is not good news. Image: Morgan Stanley Wealth Management

S&P 500 Net Margin and NFIB Small Business Survey: Demand vs. Wage Cost Composite (Leading Indicator) Is there a risk of further decline in S&P 500 margins? Image: Morgan Stanley Research

Margins – PPI Trade Service Index, Unit Labor Costs and U.S. Core CPI Are margins at risk in 2023? Image: Pantheon Macroeconomics

S&P 500 Index – the Cost of Waiting If investors wait for the perfect moment to invest, there is always a good reason not to be invested in the U.S. stock market. Image: Real Investment Advice

ISM Manufacturing PMI vs. Mortgage Servicing Costs (Leading Indicator) Mortgage servicing costs tend to lead the U.S. ISM Manufacturing PMI by 12 months. Image: Topdown Charts

S&P 500 – YoY Change in Costs The growth rate of corporate costs is very high. Should investors expect a margin squeeze? Image: Morgan Stanley Wealth Management

Baltic Dry Index – Dry Bulk Shipping Costs The Baltic Dry Index is now down 50% since the October peak. Image: BofA Research Investment Committee

Total Real Return of $1000 Investment with Dollar Cost Average vs. S&P 500 Valuations Diversification does not always work and valuations matter. The S&P 500 can take a very long time to recover from a bear market. Image: Real Investment Advice