Search Results for: outlook

U.S. 10Y-2Y Yield Curve The recent un-inversion of the 2s10s Treasury yield curve may indicate a positive outlook for U.S. stocks, especially if economic stability and growth persist. Image: J.P. Morgan

Corporate Clients’ 4-Week Average Buybacks vs. S&P 500 Total Quarterly Buybacks BofA’s corporate clients are significantly increasing stock buybacks, defying recession fears and indicating a positive market outlook, suggesting these companies expect ongoing growth and stability in the future. Image: BofA Securities

S&P 500 EPS Growth Consensus estimates suggest that 72% of S&P 500 companies are projected to report EPS growth in 3Q24, reflecting a broader trend of improving earnings outlooks across various sectors. Image: BofA US Equity & Quant Strategy

Market Sentiment Indicator Morgan Stanley’s current market sentiment indicator reflects a risk-positive outlook, suggesting that investors are optimistic about the market’s future performance. Image: Morgan Stanley Research

Sentiment – Risk Appetite and Expected U.S. Equity Market Performance In November, U.S. equity investors’ risk appetite surged to its highest level in nearly four years, reflecting a significant shift in sentiment as political uncertainties eased and the U.S. macroeconomic outlook improved. Image: S&P Global Market Intelligence

CTA Positioning in U.S. Rates While CTAs’ current long positions in U.S. rates reflect a bullish outlook, they also serve as a potential contrarian indicator for savvy investors looking to capitalize on market reversals. Image: Deutsche Bank

U.S. 10Y-2Y Yield Curve and Recessions When a recession is avoided, an un-inversion in the 2s10s U.S. Treasury yield curve may suggest a favorable outlook for U.S. stocks. Image: Goldman Sachs Global Investment Research

Median Path of S&P 500 Around Un-Inversion in the 2s10s U.S. Treasury Yield Curve An un-inversion in the 2s10s U.S. Treasury yield curve can suggest a positive outlook for U.S. stocks, if a recession is avoided. Image: Goldman Sachs Global Investment Research

GDP Growth Revision The U.S. economy demonstrates resilience and promising growth outlook, in contrast to the EU and China, which face slower recoveries and economic challenges. Image: Deutsche Bank

G7 Inflation Average Current projections and trends suggest a return to 5% inflation is unlikely in the near term, but long-term structural changes and unforeseen shocks could alter this outlook. Image: BofA Global Investment Strategy

U.S. Dollar Forecast BofA’s outlook suggests a continued decline of the U.S. dollar until the end of 2025, driven by anticipated interest rate cuts and changing global economic conditions. Image: BofA Global Research