Search Results for: trend

Gold vs. S&P 500 and Inflation Gold is considered to be a hedge against inflation and tends to outperform equities in environments when inflation gets above trend. Image: Goldman Sachs Global Investment Research

Global Breadth – MSCI ACWI and Global Advance-Decline Line of 73 Country Indices The chart suggests a bullish trend for the weekly global index level breadth. Image: BofA Global Research

G4 GDP Forecast Deutsche Bank expects G4 GDP levels to remain well below the pre-crisis trend. Image: Deutsche Bank Asset Allocation

Inflation-Adjusted Investment in U.S. Stock Market This chart puts into perspective the long-term trend of the S&P 500 Total Return adjusted for CPI inflation (real CAGR = 6.7%). Image: Hondo Tomasz

Delinquency Rate on All Loans and Recessions In recent history, the delinquency rate trended upward before the recession began. Today, it is declining and does not suggest a recession is looming.

U.S. and Europe: Value vs. Growth Price to Book Ratio Valuations for growth vs. value are back near the levels that preceded 2000-01, but the trend is still intact for the time being. Image: Morgan Stanley Research

Earnings, Dividends and Valuation Chart showing the deviation of the S&P 500 Index against its trend line. The U.S. stock market needs earnings growth to rise this year. Image: Fidelity Investments

Global Equities: Value vs. Growth Price to Book Ratio Chart suggesting that value is extremely cheap vs. growth across regions, but the trend is still intact for the time being. Image: Morgan Stanley Research

U.S. Consumer Credit The current downtrend in US consumer credit impulse could suggest a scenario of slowing growth this year. Image: Macrobond Financial

China-US Trade as % of Chinese GDP The downtrend in China-US trade will be hard to reverse, even with the “phase one” trade deal. Image: Financial Times