The Market in Pictures, July 8

by | Jul 8, 2022 | Blog, Charts

Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and why:


Dave: denominator a lot bigger but this bear is no joke, $14 trillion equity lost on paper


Source: Strategas as of 7/6/22



JL: 2022 has already carved out a place in bond market history




JD: some retracement from the Greg Oden highs but still a lot of stocks carrying high valuations


Source: Strategas as of 07.07.2022



Brad: and though value has been better in the past year it’s still historically cheap vs. growth




Joseph: fuel prices are all the rage but costs per mile aren’t exactly off the charts


Data as of 07.06.22



JL: wide dispersion of earnings revisions across sectors in Q2


Data as of 06.30.2022



Dave: overall estimates have held steady but it’s worth studying past earnings recessions for clues


Data as of 07.01.2022



Dave: low sentiment readings offer hope that better days for equities lie ahead






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The US Index of Consumer Sentiment (ICS), as provided by University of Michigan, tracks consumer sentiment in the US, based on surveys on random samples of US households. The index aids in measuring consumer sentiments in personal finances, business conditions, among other topics. Historically, the index displays pessimism in consumers’ confidence during recessionary periods, and increased consumer confidence in expansionary periods.

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