FMS Investors – Net % Say They Are Overweight Eurozone Equities Should investors overweight eurozone equities in their portfolio? Image: BofA Global Investment Strategy

China Credit Impulse and Euro to U.S. Dollar (EUR/USD) – Leading Indicator Will EUR/USD peak in mid-2023? Image: Steno Research

U.S. S&P Composite PMI and GDP The U.S. S&P Composite PMI suggests that the U.S. economy could be headed for a period of contraction. Image: Macro Markets Daily

U.S. ISM Manufacturing PMI vs. Manufacturing Surveys with Advanced Releases Will the U.S. manufacturing sector struggle to recover in the near-term? Image: Morgan Stanley Research

Russell 1000 Value Relative to the S&P 500 Should investors consider overweighting value stocks relative to the S&P 500? Image: BofA Global Research

U.S. Housing Affordability Housing affordability set to improve in the United States. Image: Gavekal, Macrobond

Performance – U.S. vs. Developed Market (Ex-U.S.) Will developed market equities (ex-U.S.) continue to outperform U.S. equities? Image: BofA Global Investment Strategy

U.S. Consumer Credit Card Interest Rates Are U.S. consumer credit card interest rates on the way to the moon? Image: Morgan Stanley Wealth Management

Valuation – 12-Month Forward P/E Valuations currently favor non-U.S. equities over U.S. equities. Image: BCA Research

U.S. Trade-Weighted Dollar vs. Global Stocks Ex-U.S./U.S. A weak U.S. dollar is generally seen as a tailwind for non-U.S. equities. Image: BCA Research

U.S. LEI vs. U.S. GDP and Recessions Should investors bet on a hard or soft landing for the U.S. economy? Image: Deutsche Bank