Analysis, methodology and context from our work on the FINQ data base.
S&P 500 valuations remain elevated despite strong corporate profitability. We examine forward P/E ratios, profit margins, return on equity and equity risk premiums to assess whether U.S. stocks are becoming too expensive.
Read more →19 BofA charts reveal fund managers’ positioning in tech stocks, bonds and cash—and why interest rates and sector rotation are coming into focus.
Read more →PepsiCo is falling, Walmart has corrected and Consumer Staples are lagging the tech boom. We analyze valuations, earnings, breadth and emerging opportunities.
Read more →The BofA Fund Manager Survey shows strong growth and earnings expectations — but rising bond yields have become the market’s biggest tail risk.
Read more →The Fed raises rates and shifts its dot plot higher. What the yield curve, Fed Funds futures, COT positioning and US macro data are signaling now.
Read more →The S&P 500 remains resilient, but small caps, semiconductors and cyclical industries are losing strength. What the current sector rotation tells us about the US market.
Read more →Nearly 5% Treasury yields, rising financing costs and weaker prices are pressuring utilities. But beneath the surface, a setup is emerging that could become increasingly relevant for the next defensive sector rotation.
Read more →Central banks have cut rates, but bond yields are moving higher again. From the US to Japan, markets are questioning how much room policymakers really have left to ease
Read more →September is known as the worst month for stocks. But the headline doesn't tell the whole story. Our analysis of the S&P 500 and all 11 GICS sectors shows where the weakness is most pronounced in September - and a sector that historically resists the trend.
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