Search Results for: global growth

Fiscal Stimulus in the Major Economies U.S. fiscal stimulus is boosting growth at the cost of increased debt. Image: BofA Global Research

Deflation Assets vs. Inflation Assets Is the 40-year bull market in bonds over? Deflation Assets: government bonds, U.S. investment grade, S&P 500, U.S. consumer discretionary, growth and US high yield.Inflation Assets: TIPS, EAFE, U.S. banks, value and cash. Image: BofA Global Investment Strategy

Oil – Brent Future Prices Oil prices are back to pre-covid levels. Will pro-cyclical stocks outperform, driven by strong global economic growth in 2021 and 2022? Image: Goldman Sachs Global Investment Research

Flow – U.S. Value Stocks Second largest 3-week inflow ever to value stocks. Should investors forget growth stocks? Image: BofA Global Investment Strategy

Correlation of 12-Month Relative Returns vs. MSCI with Changes in U.S. Yields Is it time to shift back to value stocks? U.S. real yields are critical for the growth to value shift. Image: Goldman Sachs Global Investment Research

2021 U.S. Real GDP Forecasts Goldman Sachs forecasts U.S. real GDP growth of 5.8% in 2021 compared to the consensus forecast of 3.8%. Image: Goldman Sachs Global Investment Research

U.S. GDP Forecasts (2020/2023) Goldman Sachs is lowering its Q4 GDP growth forecast from 6% to 3% QoQ, on the lack of further fiscal support. Image: Goldman Sachs Global Investment Research

Quarterly GDP Trajectory, Base Case – U.S., Euro Area and China This chart suggests the base case scenario for 2020/2021 GDP growth. Image: BofA Global Research

Market Capitalization – Top 5 Stocks as a Share of the Total Index The market capitalization of the five largest companies now accounts for 37% of the Russell 1000 Growth Index. Image: Goldman Sachs Global Investment Research

Factor Exposure of Hedge Fund Long U.S. Equity Portfolio Growth stocks remain among the most popular choices for hedge funds. Image: Goldman Sachs Global Investment Research