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S&P 500 ChartStorm: Bearish Sentiment; Gloomy Earnings Outlook; New Value Shares

Published 02/21/2022, 11:20 AM
Updated 07/09/2023, 06:31 AM
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Welcome to the Weekly S&P500 #ChartStorm a selection of 10 charts which I hand pick from around the web (+some of my own charts), and then post on Twitter.

The charts focus on the S&P 500 (US equities); and the various forces and factors that influence the outlook—with the aim of bringing insight and perspective.

1. Market Mood: To borrow a term, investors are now convinced that the stock market has decided to invade into bear market territory. Interesting to note how rare it is for bullish sentiment to drop this low (n.b. this is the combined monthly average of the AAII & Investors Intelligence surveys).

AAII & II Sentiment Survey

Source: @topdowncharts

2. Best Laid Plans: Chart lines are good and useful, particularly in helping frame decision making/triggers. But the annotations on this chart provide a timely reminder that there is the textbook and then there is the real world. Have a plan (better to have a plan and get confounded than have no plan at all and get washed about in the rivers of fate), but remember Iron Mike’s golden rule of planning.

SPX Daily Chart

Source: @FusionptCapital

3. Equity Market Liquidity: This indicator is designed to ‘measure the depth and resilience dimensions of "liquidity" to gauge price impact of flows’ — clearly things are changing. As I’ve noted before, the macro risk backdrop is basically permanently different to that which we enjoyed in the last ~2 years… “Regime Change."

Liquidity Index Chart

Source: @FadingRallies

4. Earnings Guidance: From boom to gloom. One explainer for this chart is the fact that the pandemic gifted a lot of companies a *one-off* surge/pulling-forward in growth (e.g. Zoom (NASDAQ:ZM), Peloton (NASDAQ:PTON), Netflix (NASDAQ:NFLX), etc.) — something that could not be repeated. Add to that rising cost pressures and signs of a slip in growth momentum and the picture below begins to seem the obvious outcome.

S&P 500 Earnings Guidance Flips To Gloom

Source: @C_Barraud

5. Fed Put Where? At least -15% lower, says the consensus… (i.e. with regards to the question, at what point would the Fed abandon plans to hike rates? And perhaps even pivot back into stimulus mode to stop the market fall... uh, to stop financial conditions from tightening too much).

S&P 500 Fed 'Put'

Source: @LizAnnSonders

6. Tech Trucked Off: As real yields rise and reality sets in (that point about the one-off earnings surge, not to mention lofty valuations), investors’ love affair with tech appears to be ending/pausing…

Tech Net Allocation

Source: @SpecialSitsNews

7. Commodity Stocks: Irrational hatred of commodity stocks (and love of tech) has created a relative value opportunity unseen in centuries. [albeit, n.b. this chart is from December, these stocks have gone up about 10-15% since then, and tech has fallen by about the same, so I would imagine the discount is less now.]

Commodity Stocks vs S&P 500 Valuations

Source: @PlanMaestro

8. Home is Where the Stocks Are: Turns out "investors’ portfolios tend to overweight their home country no matter where they live"—few understand why they should go global, even if tactically vs strategically.

Equity Allocations

Source: @JeffreyKleintop

9. Fed Sweet Spot Indicator: Wage Growth > Interest Rates = Upside?

Fed Sweet Spot Indicator

Source: Chart of the Week - The Fed vs The Stock Market

10. Super Bowl vs the S&P: The real momentum play is Super Bowl ad prices.

Kind of astounding: "the price of a Super Bowl ad is up 18% this year"—which is the largest annual % increase since... *2001*

Super Bowl vs the S&P

Source: @bespokeinvest

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