U.S. Housing Starts and New One Family Houses Housing starts declined 0.5% in November. Usually, a continued downturn may signal a contraction of the economy. And historically, a decline in residential real estate has led several…

S&P 500 Growth/Value – Valuation and Technical Indicators Should investors expect growth stocks to outperform value stocks? Image: BCA Research

U.S. ISM Manufacturing PMI vs. Philadelphia Fed General Activity vs. U.S. Empire State Manufacturing Survey Regional business activity surveys suggest a lower ISM Manufacturing PMI over the coming months. Image: Morgan Stanley Research

U.S. 10-Year Government Bond Yield Will the 10-year U.S. Treasury yield continue to rise? Image: The Daily Shot

FMS Investors – Net % Say They Are Overweight Commodities Relative to Bonds FMS investors are most underweight commodities relative to bonds. Image: BofA Global Fund Manager Survey

Active Global Equity Flows Outflows from active global equities persist. Image: BofA Global Investment Strategy

U.S. Recession – GDP Loss and S&P 500 Loss from Peak to Trough Should investors expect a mild U.S. recession in 2023? Image: Deutsche Bank

Returns – S&P 500 Growth vs. S&P 500 Value Should investors continue to overweight value vs. growth stocks? Image: Morgan Stanley Wealth Management

Inflation – U.S. CPI Projections As U.S. inflation is expected to decline, could the Fed be less hawkish in 2023? Image: J.P. Morgan

Central Bank Balance Sheets as a Share of GDP Will the reduction of central bank balance sheets increase pressure on financial markets in 2023? Image: J.P. Morgan

Performance – Industrials vs. S&P 500 Price Relative Will industrials outperform the S&P 500 in 2023? Image: BofA Global Investment Strategy