Search Results for: equity market

Equity Markets – Absolute Net % OW (by Sector), FMS Investors Are healthcare, staples and energy the best sectors to invest in right now? Image: BofA Global Fund Manager Survey

Do You Think Global Equity Markets Will Experience a Bear Market? Most FMS investors expect that global equity markets will experience a bear market this year. Image: BofA Global Fund Manager Survey

Global Equity Markets – MSCI ACWI Index with HY/IG Flows BofA sees a rates shock this year and remains bearish on equities and credit. Image: BofA Global Investment Strategy

Money Market Funds Assets as a % of Global Equity Market Capitalization Cash has been rising in the last few months but remains low as a % of global equity market capitalization. Image: BofA Global Investment Strategy

Relative Equity Market Performance – USA vs. Rest of the World How long will U.S. equities continue outperform the rest of the world? Image: Topdown Charts

M2 / Equity Market Capitalization vs. S&P 500 Could a liquidity shortage send the S&P 500 lower? Image: Alpine Macro

U.S. Equity Market – S&P 500 vs. Value Line Arithmetic Index The broad equity market has been flat, but is now starting to breakout. Image: Alpine Macro

U.S. Equity Market Sentiment and S&P 500 The equity risk indicator from Morgan Stanley is in the fear zone. Image: Morgan Stanley Research

U.S. Equity Market Sensitivities How long will liquidity fuel the U.S. stock market rally? Image: The Wall Street Journal

Valuation – U.S. Equity Market Cap to GDP and U.S. Corporate Profits to GDP Is the U.S. stock market expensive? The U.S. equity market capitalization to GDP ratio hits a new all-time high. Image: Goldman Sachs Global Investment Research

Reflation Trade – U.S. Bond and Equity Markets Is the U.S. reflation trade still alive? Image: BCA Research