Deviation of Earnings Above/Below Long Term Growth Trend Some investors are becoming concerned as the current earnings estimates deviate significantly from the long-term growth trend, along with the effect of a Fed rate-cutting cycle. Image: Real Investment Advice
S&P 500 Real Index vs. Exponential Growth Trend Are U.S. stocks in a bubble? The real S&P 500 price index is significantly much more extended from its long-term exponential growth trend than in the past. Image: Real Investment Advice
Wage Growth vs. U.S. Home Price Growth The widening gap between U.S. home prices and wage growth has significant implications for housing affordability and economic inequality, making it harder for lower-income individuals and families to afford homes. Image: Federal Reserve Bank of St. Louis
U.S. Growth Fund Flows Record inflows into U.S. growth funds reflect the increasing investor confidence in the potential for strong returns from companies positioned for expansion and innovation in the American market. Image: BofA Global Investment Strategy
Risk Appetite in Flows After Adjusting for Seasonality and Cyclical Growth Market sentiment is currently robust, with risk appetite in flows at the 85th percentile, falling short of extreme levels. Image: Deutsche Bank Asset Allocation
MSCI World Value vs. Growth Given the current market dynamics, will the outperformance of growth stocks over value stocks be reversed in the future, with value stocks potentially taking the lead? Image: Goldman Sachs Global Investment Research
Earnings – S&P 500 LTM EPS Growth YoY According to Morgan Stanley’s leading earnings indicator, the outlook for S&P 500 EPS over the next 12 months is positive, suggesting a potential rise in profitability. Image: Morgan Stanley Research
Stocks – S&P 500 Growth ETF Despite their previous momentum, U.S. growth stocks are currently facing challenges in reaching new highs. Image: BofA Global Investment Strategy
U.S. ISM Manufacturing PMI vs. S&P 500 EPS Growth A rise in the U.S. ISM manufacturing PMI is suggesting positive growth in 1Q EPS, with expectations of outperforming the initial projections. Image: BofA US Equity & Quant Strategy
Global Oil Demand Growth BofA forecasts that global oil demand will continue to grow, but at a slower pace in the coming years, due to the increasing efficiency of energy technology. Image: BofA Global Research Estimates
U.S. GDP Growth Forecast Goldman Sachs expresses confidence in the robustness of the U.S. economy, foreseeing a positive outlook for the growth of U.S. GDP. Image: Goldman Sachs Global Investment Research