Earnings – S&P 500 Forward EPS Will 12-month forward EPS start to rise in H2 2023? Image: Alpine Macro

U.S. Labor Market – Net Job Gains Job growth in the United States is expected to slow significantly in 2023 compared to 2022. Image: Goldman Sachs Global Investment Research

When Do You Expect the First Rates Cut from the Fed? Will the Fed cut rates in H1 2024? Image: Goldman Sachs Global Investment Research

U.S. Dollar Index – DXY 12-Week % Rate of Change Should investors expect the U.S. dollar to remain relatively strong in the near-term despite recent volatility? Image: Morgan Stanley Research

S&P 500 Index vs. Financial Conditions Index Should investors forget Goldilocks, as it’s all about financial conditions? Image: Morgan Stanley Wealth Management

Conference Board U.S. Leading Economic Index vs. ISM Manufacturing New Orders vs. ISM Manufacturing PMI The current reading of the U.S. LEI could result in lower ISM in the next few months. Image: Morgan Stanley…

NAR U.S. Pending Home Sales Index U.S. pending home sales dropped by 33.8% YoY in December. Image: The Daily Shot

S&P 500 Forward EPS vs. U.S. Unemployment Rate Weakness in S&P 500 earnings is a potential indicator of a higher U.S. unemployment rate. Image: Morgan Stanley Research

Tech + Healthcare Flows Outflows from tech and healthcare persist. Image: BofA Global Investment Strategy

Major Central Bank Policy Rates The peak in interest rates among major central banks is yet to come. Image: Wells Fargo Economics