Global macro backdrop supported the dollar in 2024

Global macro backdrop supported the dollar in 2024

US Treasury yields on the long end have risen to their highest level since November, dampening risk appetite and putting the S&P 500 on track for its third consecutive weekly decline.

By: Boris Kovacevic

S&P 500 dividend yield declines

S&P 500 dividend yield declines

The S&P 500’s dividend yield has moved down to 1.35%, the lowest since Q4/2021. The all-time low was 1.12% in Q1/2000. To put this in perspective: in the late 80s/early 90s the dividend yield stood at 3-4%.

By: Till Christian Budelmann

Investor sentiment still indicates bullish view

Investor sentiment still indicates bullish view

"According to the American Association of Individual Investors’ weekly survey, its members are now the most bullish they have been since the 2021 'meme-stock' craze."

By: Daily Chartbook

10-year note is on the rise

10-year note is on the rise

BREAKING: The 10-year note yield is now trading at its highest level since November 2023, at 4.39%. Stickier than expected inflation data and rising oil prices have added to inflation worries over the last month.

By: Charles-Henry Monchau, CFA, CMT, CAIA