Commodities – Wheat Prices

Commodities – Wheat Prices The COVID-19 pandemic and the Russia-Ukraine conflict push food prices to record high. Image: BofA Global Investment Strategy

U.S. Fund Flows

U.S. Fund Flows Flows into U.S. stock funds remain strong, while U.S. fixed income fund flows are still negative. Image: Topdown Charts

Monthly Equity Flows – U.S. vs. Non-U.S.

Monthly Equity Flows – U.S. vs. Non-U.S. U.S. equities have seen the highest monthly inflows on record relative to the rest of the world. Image: Goldman Sachs Global Investment Research

U.S. Inflation vs. Fed Funds and S&P 500

U.S. Inflation vs. Fed Funds and S&P 500 Historically, the combination of high inflation with Fed tightening monetary policy does not bode well for the S&P 500. Image: Real Investment Advice

S&P 500 and U.S. Recession

S&P 500 and U.S. Recession Historically, bull market peaks tend to occur 6 months before the start of a recession. Image: Credit Suisse Research