Search Results for: surprise

U.S. Economic Surprise Index vs. 60 Day Change in 10-Year U.S. Treasury Yields Is the worst of the bond sell-off over? Image: Morgan Stanley Research

Citi U.S. Economic Surprise Index vs. S&P 500 12-Month Earnings Surprise U.S. earnings revisions suggest negative economic surprises. Image: Morgan Stanley Research

ISM Manufacturing Index vs. S&P 500 Positive Sales Surprises Should U.S. equity investors expect small positive sales surprises ahead? Image: Morgan Stanley Wealth Management

Citi U.S. Economic Surprise Index vs. 10-Year U.S. Treasury Yield Should investors expect U.S. Treasuries to rally? Image: Morgan Stanley Research

Inflation Surprise – Economic Surprise The risk of stagflation in the euro area is increasing significantly. Image: Gavekal, Macrobond

U.S. Data Surprises – Inflation and Growth Is stagflation a real threat in the United States? Image: Deutsche Bank

Inflation Surprises Relative to Overall Data Surprises Is stagflation the greatest risk for investors? Image: BofA Global Research

S&P 500 Earnings Surprise Current estimates are forecasting an earnings surprise of 14.6% for the S&P 500, well above the long-run average of 7%. Image: J.P. Morgan Asset Management

Economic Surprises Index – China vs. G10 Economies Will G10 economies follow China? Image: BCA Research

U.S. Economic Surprise Index Economic surprises tend to align with equity market movements. Image: Morgan Stanley Wealth Management

U.S. 10-Year Treasury Yield and Economic Surprise Index Should investors expect downward pressure on U.S. Treasury yields in the short-term? Image: Morgan Stanley Wealth Management