Search Results for: bond yield

Sentiment – U.S. 10-Year Treasury Bond Yield and Consensus Bulls Should investors remain bullish on U.S. Treasuries? Image: Topdown Charts

Performance – KBE/SPY Ratio vs. U.S. 10-Year Government Bond Yield With rates rising rapidly, will bank stocks outperform the S&P 500? Image: The Daily Shot

10-Year Government Bond Yield Will global 10-year government bond yields continue to rise? Image: Morgan Stanley Wealth Management

10-Year Government Real Bond Yield Some emerging markets still have positive 10-year government real bond yields. Image: Alpine Macro

ISM YoY and U.S. 2+10-Year Bond Yield YoY (Leading Indicator) The U.S. 2+10-year bond yield YoY (inverted) tends to lead the ISM YoY by 18 months, suggesting that the growth momentum is expected to fade through H1 2022. Image: Nordea and Macrobond

2-Year Government Bond Yield Moves in Selected Countries Bond traders expect monetary policy to tighten. Image: Deutsche Bank

Equity Risk Premium – 12-Month Forward Earnings Yield Minus Real 10-Year Government Bond Yield The Equity Risk Premium has increased over the last few months. Image: BCA Research

Consensus U.S. 10-Year Bond Yield Forecast The consensus forecast for U.S. 10-year bond yields is 1.9% by year-end. Image: BofA Global Investment Strategy

Valuation – World Technology 12-Month Forward Earnings Yield Minus 2.5% and U.S. 10-Year Treasury Bond Yield Tech stocks are less attractive, as the world tech 12-month forward earnings yield minus 2.5% has reached the upper limit to bond yield. Image: BCA Research

China 10-Year Government Bond Yield and USD/CNY (Leading Indicator) China 10-year government bond yield tends to lead USD/CNY by 3 months. Image: Alpine Macro

Stocks – GRANOLAS Dividend Yield and German 10-Year Bond Yield Europe does not have the FAAMGs, but it has the GRANOLAS (Glaxosmithkline, Roche, ASML, Nestle, Novartis, Novo Nordisk, L’Oreal, LVMH, Astrazeneca, SAP and Sanofi). Image: Goldman Sachs Global Investment Research