U.S. Dollar Index (DXY) and Internation vs. Domestic Sales Exposure Will the U.S. dollar fall next year, as the United States enters recession? Image: Alpine Macro

Inflation – Rent Growth U.S. rents are falling, but this is not yet reflected in the CPI. Image: BofA Global Research

Annual Change in Global Equity Market Capitalization The global equity market capitalization has lost $30tn year-to-date. Image: Goldman Sachs Global Investment Research

Valuation – Total U.S. Market Capitalization as a Percent of GDP Should investors expect more pain for the U.S. stock market? Image: Morgan Stanley Wealth Management

Flows into All Dividend Funds Strong flows into dividend funds this year. Image: Goldman Sachs Global Investment Research

Small Cap Stocks – Forward 12-Month Price/Earnings Ratio and S&P 600 Relative to S&P 500 Should investors favor U.S. small-cap stocks, as they trade at a discount relative to the S&P 500? Image: Morgan Stanley…

Inflows to Equities vs. Allocations to Equities Despite the fact that FMS investors are very bearish equities, there is no capitulation yet. Image: BofA Global Investment Strategy

FMS Investors – Net % Saying Short-Term Rates Will be Lower vs. Higher in 12 Months The odds of a Fed policy pivot in the next 12 months are rising. Image: BofA Global Fund Manager…

U.S. Treasury Federal Deficit or Surplus The federal government’s budget deficit continues to grow at a rapid pace. Image: The Daily Shot

Correlation – S&P 500 Growth vs. S&P 500 Value The correlation between S&P 500 Growth and S&P 500 Value continues to increase. Image: The Daily Shot

U.S. 2-Year Treasury Yield vs. S&P 500 Dividend Yield The U.S. 2-year Treasury yield looks attractive vs. the dividend yield of the S&P 500. Image: BofA Global Investment Strategy