Global Semiconductor Stocks Will global semiconductor stocks keep falling? Image: BCA Research

U.S. Economic Surprise Index vs. 60 Day Change in 10-Year U.S. Treasury Yields Is the worst of the bond sell-off over? Image: Morgan Stanley Research

Private Equity ETF Private equity, after soaring, is returning back to earth. Image: BofA Global Investment Strategy

Daily % Change in S&P 500 Forward EPS Has the S&P 500 more room to fall as inflation hits earnings? Image: Morgan Stanley Research

U.S. Dollar – Deutsche Bank USD Trade Weighted Index Is the U.S. dollar on the way to the moon? Image: The Daily Shot

S&P 500 Down 6 Days in a Row to a New 52-Week Low When the S&P 500 is down 6 days in a row to a new 52-week low, it tends to be bullish over…

Bear Market Low – S&P 500 Trailing 12-Month P/E Ratio and 10-Year UST Yield Should U.S. equity investors expect the bear market to continue? Image: Morgan Stanley Wealth Management

U.S. Dollar Index YoY Change (DXY) The soaring U.S. dollar is not good news for U.S. stocks. Image: Morgan Stanley Research

U.S. Recession Probability Indicator The odds of a recession in the United States are still rising. Image: Alpine Macro

Earnings – S&P 500 Trailing 12-Month Net Income Growth vs. Fed Funds Rate Deviation from Trend (Leading Indicator) The change in fed funds rate suggests an earnings recession. Image: Morgan Stanley Wealth Management

6-Month Treasury Bill Yield vs. S&P 500 Cyclically-Adjusted Earnings Yield Should investors favor U.S. T-bills over U.S. stocks? Image: Goldman Sachs Global Investment Research