Seasonality – Nasdaq Monthly Returns Seasonality is very useful for assessing probabilities, not certainties. This is one factor that can impact the Nasdaq price. Image: Goldman Sachs Global Investment Research

Where Will 10-Year U.S. Treasury Yield End the Year? Will the 10-Year U.S. Treasury yield end the year below 3.5%? Image: J.P. Morgan

10-Year Yield: U.S. vs. G10 excluding U.S. Should investors expect global bond yields to fall? Image: Alpine Macro

Valuation – S&P 500 Forward 12-Month Price/Earnings Ratio Are markets overly optimistic, especially for technology? Image: Morgan Stanley Wealth Management

S&P 500 Operating Margins Will the profitability of S&P 500 companies improve in the coming quarters? Image: Morgan Stanley Wealth Management

U.S. Budget Deficit as a % of GDP The U.S. administration’s strong interest in rate cuts is largely driven by the need to make financing the enormous deficit more sustainable. By lowering rates, the government…

Nominal Effective U.S. Dollar Will the U.S. dollar weaken again? Image: Alpine Macro

Gold vs. S&P 500 Total Return Historically, both gold and U.S. equities have delivered positive returns to long-term investors. Image: Deutsche Bank

Seasonality – U.S. Equities vs. Treasuries Investors can profit from the seasonality of markets, as it is one factor that can impact asset prices. Image: True Insights

Global Manufacturing PMI and Global Consumer Discretionary vs. Staples The global consumer discretionary vs. staples relative performance suggests that the global manufacturing PMI could be trending towards expansion, which is good news. Image: Topdown Charts

Annual Change in Monetary Supply Draining liquidity has historically been a major concern in financial markets, as it can lead to significant disruptions and have broader impacts on the economy. Image: Real Investment Advice