U.S. Recession – Housing Cycle Stress Index Should investors expect the possibility of a significant weakening in the housing sector this year? Image: MBR Partners

3-Month Average Mutual Fund and ETF Flows and Real 10-Year U.S. Treasury Yield Flows into mutual funds and ETFs have been very strong. Image: Goldman Sachs Global Investment Research

S&P 500 12-Month Forward EPS and Stock-to-Bond Ratio Will the S&P 500 continue to fall as earnings growth slows? Image: Alpine Macro

U.S. Dollar Index vs. G10 Breadth Will the U.S. dollar move lower after the recent spike? Image: Topdown Charts

S&P 500 vs. Walmart Stock Price Will the S&P 500 follow Walmart’s stock price? Image: BCA Research

Inflation – U.S. Core CPI vs. ISM Manufacturing PMI (Leading Indicator) The U.S. ISM Manufacturing PMI tends to lead U.S. core CPI by 12 months. Image: BCA Research

Number of Consecutive Negative Weeks for the S&P 500 Seven-week losing streaks for the S&P 500 are rare. Will the U.S. stock market finish green this week? Image: Deutsche Bank

Citi U.S. Economic Surprise Index vs. 10-Year U.S. Treasury Yield Should investors expect U.S. Treasuries to rally? Image: Morgan Stanley Research

EM ex-Asia vs. EM Asia – Relative Price Performance Should investors continue to favor EM ex-Asia vs. Asia? Image: Topdown Charts

Inflation – U.S. Core Goods CPI U.S. core goods CPI is expected to decelarate markedly this year. Image: Morgan Stanley Research

Valuation – S&P 500 90-Day Change in Forward P/E Historically, a sharp decline in the S&P 500 without a near-term recession tends to be a buying opportunity. Image: Truist