Yields and Breakeven Inflation on 10-Year U.S. Treasuries Breakeven inflation seems to have peaked. Image: Gavekal, Macrobond

Central Bank Liquidity and “Big Tech” Market Capitalizations Will the expansion of the Fed’s balance sheet continue to push big tech stocks higher? 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 bearish zone.  Image: Barron’s

Gold to Copper Ratio The gold-to-copper ratio is a reliable barometer of global economic health. Image: Alpine Macro

S&P 500 and Recent Quadruple Witching Dates May quadruple witching spell some relief to U.S. stocks? Image: Fundstrat Global Advisors, LLC

Interest Rates – Global Rate Cuts vs. Global Rate Hikes Global rate hikes are increasing. Are there more to come? Image: BofA Global Investment Strategy

New York Fed GDP Nowcast The New York Fed’s GDP Nowcast stands at 4.45% for 2021:Q3. Image: Federal Reserve Bank of New York Click the Image to Enlarge

6-Week Cumulative Flows to Tech Stocks Should investors continue to dump tech stocks in favor of cyclicals? Image: BofA Global Investment Strategy

Inflation – U.S. Headline CPI Expectation for the Next Five Years Market expectations for inflation for the next 5 years continue to fall, as investors see transitory inflation. Image: Arbor Research & Trading LLC

Sentiment Indicator and Stock Positioning The GS sentiment indicator remains positive and is far from stretched. Image: Goldman Sachs Global Investment Research