S&P 500 Earnings Revisions Breadth vs. S&P 500 YoY Currently, earnings revisions matter more than interest rates for the S&P 500. Image: Morgan Stanley Research

President Biden’s Approval Rating vs. CPI Inflation Rising inflation continues to weigh on President Biden’s approval rating. Image: BofA Global Investment Strategy

Weekly Financials Flows Investors continue to put their money into financials. Image: BofA Global Investment Strategy

Insider Transactions Ratio The Insider Transactions Ratio (officer, director or owner of 10% or more of a class of a company’s securities) is back in the neutral zone.  Image: Barron’s

S&P 500 Valuation Multiples S&P 500 valuation multiples remain stretched and well above averages. Image: Goldman Sachs Global Investment Research

NFT Universe Market Capitalization Is the market cap of NFT on the way to the moon? Image: J.P. Morgan

Net Percentage of Central Banks Tightening Global rate hikes are rising. Are there more to come as inflation rises? Image: BofA Merrill Lynch Global Investment Strategy

S&P 500 Top 5 Stocks’ Weight vs. 1-Year Forward Returns There is no correlation between the top 5 stock’s market cap weight and the S&P 500 forward 1-year total return. Image: Goldman Sachs Global Investment…

U.S. Real Retail Sales and Recession In December, U.S. real retail sales stand at 9.17% YoY. About 70% of U.S. GDP is personal consumption. In the past, real retail sales trended sideways before the recession…

S&P 500 Earnings Estimates Morgan Stanley still expects S&P 500 earnings per share of $227 in 2022 and $245 in 2023. Image: Morgan Stanley Wealth Management