Global Stocks

Global Stocks The value of global equities reached an all-time high of $125 trillion at the end of July 2024, driven by robust corporate earnings and investor confidence. Image: BofA Global Investment Strategy

High Yield Bond Flows

High Yield Bond Flows Persistence outflows from high yield bonds could signal a lack of confidence in the underlying companies and their capacity to fulfill debt obligations, making it a crucial indicator to monitor closely. Image: BofA Global Investment Strategy

S&P 500 Forward 6-Month Performance vs. VIX Level

S&P 500 Forward 6-Month Performance vs. VIX Level Very high VIX readings may actually precede periods of strong market performance over the subsequent 6 months, as investor sentiment stabilizes and confidence returns. Image: Strategas Research Partners

U.S. GDP Growth

U.S. GDP Growth BofA forecasts a robust U.S. GDP growth of 2.3% quarter-over-quarter (QoQ) seasonally adjusted annual rate (SAAR) in Q2 2024, reflecting the bank’s confidence in the resilience of the American economy. Image: BofA Global Research

Cumulative Global Equity Fund Flows Across Regions

Cumulative Global Equity Fund Flows Across Regions In 2024, U.S. equities have seen notable inflows, indicating a resurgence of investor confidence despite ongoing concerns about valuations. Image: Goldman Sachs Global Investment Research

U.S. Growth Fund Flows

U.S. Growth Fund Flows Record inflows into U.S. growth funds reflect the increasing investor confidence in the potential for strong returns from companies positioned for expansion and innovation in the American market. Image: BofA Global Investment Strategy

Gross Share Buyback Announcements

Gross Share Buyback Announcements The strength of share buyback announcements reflect companies’ confidence in their financial stability and commitment to enhancing shareholder value. Image: J.P. Morgan

Materials Flows

Materials Flows Fund flows are widely regarded as an indicator of investor behavior and sentiment. Strong weekly inflows in materials suggest optimistic investor interest and confidence. Image: BofA Global Investment Strategy

Earnings Surprise

Earnings Surprise A strong 7% earnings surprise in the first quarter indicates robust performance by S&P 500 companies, which is likely to have a positive impact on investor confidence. Image: BofA Global Research

Real GDP and Inflation Forecasts

Real GDP and Inflation The U.S. economy has avoided recessions and stagflations 90% of the time, inspiring confidence in investors and showcasing the country’s commitment to long-term economic stability and growth. Image: BofA US Equity & Quant Strategy

S&P 500 Weekly Announced Buybacks

S&P 500 Weekly Announced Buybacks U.S. share buyback announcements are robust during this earnings season, reflecting companies’ confidence in their financial positions and their dedication to delivering value to shareholders. Image: Deutsche Bank Asset Allocation