Equity Flows vs. Equity Return

Equity Flows vs. Equity Return Goldman Sachs is mildly bullish, suggesting that the demand for equity from funds could increase this year and support the stock market. Image: Goldman Sachs Global Investment Research

U.S. Presidential Cycle

U.S. Presidential Cycle During secular bull markets, the first term Presidential cycle suggests the S&P 500 Index at 3,740 into year-end. Image: BofA Global Research

U.S. Dollar Liquidity vs. MSCI World

U.S. Dollar Liquidity vs. MSCI World U.S. dollar liquidity should continue to grow this year and support global equity markets. Image: Saxo Bank

S&P 500 Valuation Metric

S&P 500 Valuation Metric Is the U.S. equity market overvalued? The S&P 500’s median valuation metric is in the 89th percentile. That’s not cheap by historical standards. Image: Goldman Sachs Global Investment Research

S&P 500 Around Close Presidential Elections

S&P 500 Around Close Presidential Elections History also suggests that predictable elections are a non-event for the U.S. stock market. Image: Deutsche Bank Global Research

Stoxx Europe 600 and Europe Manufacturing PMI

Stoxx Europe 600 and Europe Manufacturing PMI Is the Europe manufacturing PMI rebound in the cards? European stock markets remain bullish. Image: Goldman Sachs Global Investment Research