Search Results for: rate cut

Dividends – Annual S&P 500 DPS Growth Goldman Sachs expects that the pace of dividend cuts will moderate. Image: Goldman Sachs Global Investment Research

Proportion of Companies Beating Earnings Estimates Despite cuts to forecasts, S&P 500 aggregate earnings are beating expectations by the lowest rate since the global financial crisis. Image: Deutsche Bank Asset Allocation

S&P 500 Capital Allocation – Dividends, Buybacks and Capital Expenditures 2018 corporate tax cut boosted dividends and buybacks, but not capital expenditures. Image: Oxford Economics

Central Banks Actions Lead Emerging Markets Manufacturing Surveys Chart suggesting that central banks actions lead emerging markets manufacturing surveys by 8 months. The net number of EM central banks cutting rates has reached 50% of 30 central banks. Image: Pictet Asset Management

Cumulative S&P 500 Buybacks 2009-2019 Are buybacks driving the show? Thanks to tax cuts and low interest rates, corporate stock buybacks are booming. Over the past decade, S&P 500 companies bought back $5 trillion shares, while cumulative flows from households and foreigners are only a drop in the bucket. But what would happend if companies reinvested instead…

Stock Buybacks Since 2000 Thanks to tax cuts and low interest rates, the stock market should get around $1 trillion boost via buybacks this year. Image: Goldman Sachs Global Investment Research

S&P 500 – Buybacks, Dividends and Capital Expenditures 2018 corporate tax cut boosted dividends and buybacks, but not capex. Image: Deutsche Bank Global Research

One of the Best Recession Indicator The Fed is cutting rates and the 10-year rate is inverted to Fed funds. Image: Real Investment Advice

The Market Consistently Underestimates the Fed Usually, the Fed decides when to raise rates and the market decides when to cut rates. But, this interesting chart shows that the market consistently underestimates the Fed. You may also like “The Market is Almost Wrong about What the Fed Will Do.” Image: Real Investment Advice

Probability of US Recession is Rising Mike Wilson, chief U.S. equity strategist for Morgan Stanley, said that “Fed could cut as soon as July but it may not halt slowdown/recession.” Image: U.S. Global Investors