Average Valuation Percentile: Equity, Bond, Credit
Average Valuation Percentile: Equity, Bond, Credit Chart suggesting that credit and equities look expensive, while bonds are the most expensive. Image: Goldman Sachs Global Investment Research
Average Valuation Percentile: Equity, Bond, Credit Chart suggesting that credit and equities look expensive, while bonds are the most expensive. Image: Goldman Sachs Global Investment Research
NFIB Hiring Plans vs. S&P 500 Chart showing the correlation between NFIB hiring plans and the S&P 500. Image: Pervalle Global
U.S. Interest Rate-Growth Differential and Short-Term Lending Rate Since 1880, U.S. interest rates have been higher than growth 32% of the time. Image: Goldman Sachs Global Investment Research
The Value of Diversification – 60/40 Portfolio vs. S&P 500 This chart shows the return and volatility of a 60/40 portfolio vs. S&P 500. Image: Fidelity Investments
The Cost of a Comfortable Living in the United States This map shows how long Americans need to work to enjoy a comfortable life. Image: howmuch.net Click the Image to Enlarge
Inflows to Emerging Market Equity Funds Investors are back into emerging markets equities. This is the biggest 4-week inflows to emerging market equity funds since January 2019. Image: BofA Merrill Lynch Global Research
S&P 500 Average Monthly Returns and Pre-election Year Since 1950, and over the past 10 & 20 years, the S&P 500 has been positive on average in December. Image: Ryan Detrick, LPL Financial LLC
The Market Risk Indicator (Global Financial Stress Index) According to BofAML, the global financial stress index is a more accurate market risk indicator than VIX. Image: BofA Merrill Lynch Global Research
Central Banks Main Policy Rate and Balance Sheet – Advanced Economies vs. Emerging Markets Many central banks are running low on ammunition to fight the next downturn, after a decade of cheap money. Image: BofA…
Consumer Spending Contribution to U.S. GDP Consumer spending, which accounts for about 70% of the U.S. economy, is driving GDP growth solo. Image: Oxford Economics
Atlanta Fed GDPNow vs. U.S. GDP Growth The art of forecasting U.S. GDP: Atlanta Fed GDPNow vs. U.S. GDP growth. Image: Bloomberg