U.S. Tech Stocks During the first half of 2024, large U.S. tech companies have significantly outperformed their smaller counterparts, reflecting the ongoing dominance of major players in the tech industry. Image: BofA US Equity & Quant Strategy
COMEX Copper Price While long-term forecasts still point to increased copper demand, especially from the electric vehicle industry, the current reality is one of weak manufacturing activity and copper consumption. Image: The Daily Shot
Indexed Return of Cyclicals vs. Defensives ex. Commodities and ISM Manufacturing Index Equity industry rotations are pricing in a soft landing. Image: Goldman Sachs Global Investment Research
U.S. Wage Inflation – Average Hourly Earnings: Leisure and Hospitality Wage inflation is building in the service industry in a context of labor shortages. Image: BofA Global Research
Tourism as a Share of GDP in Different Countries The spread of coronavirus in Europe could affect its tourism industry. Image: Deutsche Bank Global Research
S&P 500 Bottom-Up Target Price Industry analysts in aggregate expect the S&P 500 to rise 13.0% over the next 12 months. Image: FactSet
Most Important Variables When Forecasting Real GDP Search trends are very different between China (manufacturing industry) and the USA/Eurozone (consumer), when forecasting real GDP. Image: Arbor Research & Trading LLC
Investor Allocation by Region in the U.S. This chart is a good example of investment bias and shows the likelihood of owning stocks in an industry vs. national average. Picture Source: J.P. Morgan Asset Management
U.S. Crude Oil Production and S&P 500 Energy Sector The U.S. is now the largest world energy producer, but the industry’s share of the S&P 500 market capitalization collapsed. Image: Bloomberg
Why Are Oil and Gas Companies Making Massive Investments for the Next 10 Years? Oil and gas companies are making massive investments for good reasons. The energy demand will flatten after 2030 and the oil and gas industry will go through a transition over the next decades. Below is the oil and gas forecast to 2050.…
Which Country Has the Highest Density of Robot Workers? South Korea had 710 installed industrial robots per 10,000 employees in the manufacturing industry in 2017. When robots replace manual labor, the productivity and the quality of products increase dramatically. Robots increase labor productivity levels and won’t take all the jobs. Image: Statista