Senior Loan Officer Survey and S&P 500 EPS A continued slowdown in earnings growth is expected through the end of the year. Image: Morgan Stanley Research

U.S. Job Openings vs. U.S. Implied Earnings Growth The decline in U.S. job openings may not bode well for earnings growth. Image: Morgan Stanley Wealth Management

Inflation – Core U.S. CPI and Real Annualized Total Return for the S&P 500 U.S. core inflation above +0.2% MoM typically does not bode well for S&P 500 real returns. Image: Deutsche Bank

S&P 500 FY2 EPS Revision Sentiment Will S&P 500 FY2 EPS revision sentiment continue to improve? Image: Goldman Sachs Global Investment Research

Discretionary Investor Equity Positioning vs. S&P Global Composite PMI Discretionary investor equity positioning is not reacting to changes in the global composite PMI. Image: Deutsche Bank Asset Allocation

U.S. Initial Jobless Claims U.S. initial unemployment claims are rising in states with tech and banks. Image: BofA Global Investment Strategy

U.S. Labor Market – Initial Claims The jump in U.S. jobless claims is raising fears of a potential recession. Image: J.P. Morgan

How Do You Believe the U.S. Debt Ceiling Will Be Resolved? JPM clients are confident that the U.S. debt ceiling issue will be resolved at the last minute. Image: J.P. Morgan

Fed – Months from Last Hike to First Fed Cut and from First Cut to U.S. Recession Historically, the median time from the last interest rate hike to the first cut is 4 months. Image:…

S&P 500 and the Small Caps vs. Large Caps Ratio The S&P 500 remains in a secular bull market. Image: BofA Global Research

Would You Rather Be Long or Short S&P 500 Volatility at the Moment? 73% of JPM clients prefer to be long S&P 500 volatility right now. Image: J.P. Morgan