🥇 First rule of investing? Know when to save! Up to 55% off InvestingPro before BLACK FRIDAYCLAIM SALE

U.S. Stock Market Could Bounce as Key Price Ratios Indicate Risk-On Bias Persists

Published 06/27/2023, 09:17 AM
Updated 07/09/2023, 06:31 AM
US500
-
SPY
-
TIP
-
XHB
-
AOA
-
AOK
-
SMH
-
SPHB
-
SPLV
-
BND
-
IEF
-

The US stock market has pulled back after briefly hitting a 14-month high on June 16, but there’s still a case for expecting the recent revival in risk-on sentiment to roll on and push markets higher in the near term.

“We know it’s old news at this point, but on June 8, 2023, the S&P 500 entered a new bull market,” write analysts at LPL Research. “After such a strong rally off the October lows, this young bull probably needs a breather.”

S&P 500 Index Closing Price

Looking at the stock market’s momentum bias via a pair of ETFs suggests that the bulls are still driving the trend. The so-called high beta (i.e., high-risk) stocks (SPHB) vs. low-volatility (low-risk) shares (SPLV) continue to point to more upside ahead.

US High Beta S&P 500 Stocks vs Low Vol Stocks

Digging into the market’s internals by way of industry trends highlights a number of strong technical profiles that are helping drive equities higher. Homebuilders (XHB), for example, continue to post strong performance vs. the overall market (SPY).

US Homebuilders Equities Trend

Semiconductor shares (VanEck Semiconductor ETF (NASDAQ:SMH), which are considered a proxy for risk appetite, is also showing strength relative to equities generally (SPY).

US Semiconductor Stocks vs US Stocks

The price bias for stocks (SPY) vs. bonds (BND) is also firmly positioned in favor of risk-on lately.

US Stocks-US Bonds Trend

Part of the reason for the improvement in market sentiment is related to the growing conviction that inflation has peaked, which is reflected in the weaker price trend lately for inflation-indexed Treasuries (TIP) vs. conventional Treasuries (IEF).

US Inflation-Reflation Trend

Looking at risk from a global asset allocation perspective also suggests that market sentiment remains bullish. The ratio of aggressive asset allocation (AOA) vs. conservative (AOK) remains in an uptrend and recently rose above its previous peak.

Global Portfolio Strategy Trend

Skeptics can rightfully point out that a number of threats could surprise markets with bearish news. If inflation stays higher for longer than expected, for example, central banks may decide to keep interest rates elevated for an extended period, perhaps pushing rates higher in the months ahead.

“We also have to recognize that central banks have done quite a bit … But that said, we do think they should continue tightening and importantly they should stay at a high level for a while,” says Gita Gopinath, first deputy managing director of the International Monetary Fund. “Now this is unlike, for instance, what several markets expect, which is that things are going to come down very quickly in terms of rates. I think they have to be on hold for much longer.”

Latest comments

Loading next article…
Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.
© 2007-2024 - Fusion Media Limited. All Rights Reserved.