Valuation and Global Asset Price Cycle

Valuation and Global Asset Price Cycle Interesting chart showing the current average overvaluation estimates across equities, bonds and house prices in major advanced economies. Image: Oxford Economics

Super-Cycles – Commodities, Stocks, and Bonds

Super-Cycles – Commodities, Stocks, and Bonds The importance of asset allocation and diversification: commodities, stocks, and bonds do not necessarily moved together over the long term. Image: Wells Fargo Investment Institute

Asia Pacific Economic Data Leads the U.S. Economy

Asia Pacific Economic Data Leads the U.S. Economy This chart suggests that Asia Pacific economic data leads the U.S. economy since the Great Financial Crisis. U.S. economic data becomes laggard. Image: Arbor Research & Trading…

S&P 500 2020 Target Models

S&P 500 2020 Target Models BofAML is bullish. The official S&P 500 2020 estimate is 3,300. Image: BofA Merrill Lynch US Equity & US Quant Strategy