Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and why:
- Dave: market selloffs of the past decade have repriced equities to mid-teens PE ratios. This one not in that range yet, at least on a trailing basis
Source: Strategas as of 5/28/2022
- JD: Housing supply may be low but the rise in borrowing costs is amazing
Source: Bianco Research. As of 6/2/22
- Joseph: energy still historically cheap, per GMO
Source: GMO as of 3/31/2022
- John Luke: 60/40 total return by year shows 2022 in a league of its own so far
Source: DoubleLine Capital as of 5/27/2022
- Brad: historical context for the upside possibility of the late May bounce
Source: Strategas as of 5/31/2022
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