S&P 500 Forward Return and Two Consecutive 3% Declines
S&P 500 Forward Return and Two Consecutive 3% Declines This table suggests that the current sell-off is a correction in a bull market. Image: Fundstrat Global Advisors, LLC
S&P 500 Forward Return and Two Consecutive 3% Declines This table suggests that the current sell-off is a correction in a bull market. Image: Fundstrat Global Advisors, LLC
S&P 500 Total Return Index and U.S. High Yield/High Grade Chart suggesting a bullish market that is getting stretched and vulnerable. Image: BofA Global Investment Strategy
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 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 should continue to grow this year and support global equity markets. Image: Saxo Bank
S&P 500 Equal Weight Index vs. S&P 500 (Price Relative) and U.S. 30-Year Bond Equity markets suggest new lows in bond yields. Image: BofA Global Investment Strategy
Inequality – Percent of Total Investment Assets Held by Wealth Distribution The U.S. economy is not the stock market. The top 10% of American households own 84% of all stocks, and the bottom 90% own 16% of all stocks. Image: Deutsche Bank Global Research
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 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 Is the Europe manufacturing PMI rebound in the cards? European stock markets remain bullish. Image: Goldman Sachs Global Investment Research