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Guide to the Markets

Updated each quarter, our popular Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics through clear, compelling charts you can share with your clients.

3Q 2010 Guide to the Markets

5 Slides Introduction
- Guide to the Markets 3Q 2010
- Table of Contents
- Page Reference
- Index Definitions
- Index Definitions & Disclosures
11 Slides Equities
- 2-Returns by Style
- 3-Returns by Sector
- 4-S&P 500 Index at Inflection Points
- 5-Stock Valuation Measures: S&P 500 Index
- 6-S&P 500 Earnings and P/E Ratio
- 7-Deploying Corporate Cash
- 8-Equity Scenarios: Bull, Bear and In-between
- 9-Equity Returns
- 10-Economic Expansions and Recessions
- 11-Economic Growth and GDP
- 12-Contributions to GDP Growth
11 Slides Economy
- 13-Cyclical Indicators
- 14-Consumer Finances
- 15-Corporate Finances
- 16-Federal Finances
- 17-Political Perspective
- 18-Aftermath of Housing Bubble
- 19-Employment
- 20-Corporate Cutbacks in Recessions
- 21-Corporate Profits
- 22-Consumer Price Index
- 23-Lagging Economic Indicators
8 Slides Fixed Income
- 24-The Federal Reserve
- 25-Credit Conditions
- 26-Global Policy Rates and Yield Curves
- 27-Fixed Income Sector Returns
- 28-Treasury Yields and Inflation
- 29-Foreign Ownership of U.S. Treasuries
- 30-Corporate Bond Spreads
- 31-Municipal Finance
8 Slides International
- 32-World Equity Market Returns by Style
- 33-International Returns
- 34-International Economic and Demographic Data
- 35-Debt to GDP and Risk of Default by Nation
- 36-Sovereign Debt Vulnerability
- 37-The Economic Growth Differential
- 38-Current Account Deficit and U.S. Dollar
- 39-Global Equity Market Valuations
13 Slides Asset Class
- 40-Mutual Fund Flows
- 41-Marginal and Average Tax rates
- 42-Cash Accounts
- 43-Global Commodities
- 44-Gold
- 45-Asset Class Returns
- 46-Correlations: 10-Years
- 47-Historical Returns by Holding Period
- 48-Alternative Investment Returns
- 49-Corporate DB Plans and Endowments
- 50-Equity Volatility
- 51-Portfolio Weights and Historical Returns by Asset Class
- 52-Life Expectancy

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Week of

September

Market Recap
Economic Update
Podcast

Weekly Market Recap

This week's recap looks at the correlation of consumer confidence and forward P/E's, as well as the effect of football season on chicken wing prices.

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Growth
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Profits
Inflation
Rates
Risks
Themes

Economic Update: Growth

GDP for 2Q 2010 has been revised down to an annual rate of 1.6% due to higher-than-first-estimated imports and lower-than-first-estimated inventory accumulation. However, gains in personal income, pending home sales, and the ISM Manufacturing Index, combined with flat vehicle sales, suggest that moderate growth is continuing. While we think it is probable we will avoid a double-dip, we also recognize the current soft patch in economic data, and therefore expect GDP growth to be weak, but positive.

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Market Insights Podcast

Start the week off right by listening to our weekly podcast - including reactions to this week's market movements and thoughts on where we're headed.

Updated on: September 6, 2010

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