Sentiment – Consecutive Weeks of Negative Bull-Bear Spread
Sentiment – Consecutive Weeks of Negative Bull-Bear Spread Negative sentiment persists among investors. Image: Deutsche Bank Asset Allocation
Sentiment – Consecutive Weeks of Negative Bull-Bear Spread Negative sentiment persists among investors. Image: Deutsche Bank Asset Allocation
Sentiment – 52-Week S&P 500 Forward Return and AAII Survey Bulls Minus Bears Historically, when investor sentiment is very bearish, there is often a bounce in the stock market. Image: Richardson Wealth
Earnings – Corporate Sentiment vs. Quarterly EPS YoY (Leading Indicator) Corporate sentiment tends to lead earnings growth by 3 months, suggesting earnings downside risk. Image: BofA Global Research
Sentiment – NAHB Housing Market Index U.S. homebuilder sentiment continues to fall. Image: BofA Global Research
NFIB Small Business Sentiment U.S. small business sentiment is a recessionary warning. Image: BofA Global Investment Strategy
Univ. of Mich. Consumer Sentiment Index and Russell 1000 Index, Trailing 12-Month Gross Profit Margin Should investors expect gross profit margins to disappoint in the coming months? Image: Morgan Stanley Wealth Management
University of Michigan Consumer Sentiment vs. Recessions Historically, lows in consumer sentiment precede strong stock returns. Image: Morgan Stanley Research
Sentiment – U.S. 10-Year Treasury Bond Yield and Consensus Bulls Should investors remain bullish on U.S. Treasuries? Image: Topdown Charts
S&P 500 Following Sentiment Extremes The latest AAII U.S. investor sentiment bull – bear spread suggests promising S&P 500 returns over the next few months. Image: Richardson Wealth
Sentiment – CBOE U.S. Put/Call Ratio Composite The U.S. put/call ratio is trading at relatively high levels, which is contrarian bullish. Image: The Daily Shot
Chinese Equities Sentiment Chinese equities sentiment is very negative, which is contrarian bullish. Image: Goldman Sachs Global Investment Research