Equity risk premium is the lowest
since June 2004 when S&P 500
earnings yield is compared to the US
10-year note yield |
00:01 -
22/08/22 |
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Goldman Sachs just said the probability
of a recession in the next 12 months is down to 20%. |
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“The annual return on US government
bonds fell into the red as Treasury yields flirt with a
15-year high, reflecting the view that interest rates may be
elevated for years to come — and the economy will be able to
sustain it.” |
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The size of the Fed's balance sheet has
increased by more than 1,000% since 2002 |
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New homes made up 31% of homes for sale
in Q2, the highest share of any second quarter on record |
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