Search Results for: U.S.

Fiscal Policy Easing Response to Coronavirus Crisis The U.S. fiscal response to the coronavirus crisis is massive. Image: Goldman Sachs Global Investment Research

Five Approaches to Estimating 10-Year Annualized S&P 500 Returns According to Goldman Sachs, U.S. stocks have a 90% chance of beating Treasury bonds over the next 10 years. Image: Goldman Sachs Global Investment Research

Gold Price and Forecast 5-Year Real Rates Goldman Sachs expects U.S. real rates to continue to fall, and raised its 12-month forecast on gold to $2000/toz. Image: Goldman Sachs Global Investment Research

Total Returns – Gold, Nasdaq and MSCI World ex-US With the Nasdaq at all-time high, markets expect a weak global growth, low inflation and a strong U.S. dollar. Image: Gavekal, Macrobond

S&P 500 and Chicago Fed National Financial Conditions Index Fed financial conditions continue to improve, which is historically bullish for U.S. equities. Image: BofA Global Research

S&P 500 and Hedge Funds Net Short Positions Hedge funds are currently closing their net short positions in U.S. stocks. Image: Bloomberg

Rolling 10-Year Annualized Real GDP Growth vs. Total Return for S&P 500 Index Chart suggesting that the U.S. stock market can ignore the economy for long periods of time. Image: Bloomberg

Cumulative Flow into Global Equity ETFs U.S. equity ETF flows have been strong amid the coronavirus turbulence. Image: J.P. Morgan

10-Year Treasury Yield – Current vs. 2009 Will U.S. 10-year Treasury yields turn higher, as in 2009? Image: Morgan Stanley Research

Performance for the Year: S&P 500, Nasdaq Composite and Dow Jones Industrial Average U.S. stocks climbed, erasing 2020 losses, as easing lockdowns boosts risk appetite. Image: Financial Times