Gold Price vs. Gold Composite FX Breadth Indicator Can gold continue to rally amid a rising U.S. dollar? Image: Topdown Charts

U.S. ISM Manufacturing PMI vs. Growth Tax (Inverted) vs. ISM New Orders Minus Inventories (Leading Indicator) Should investors expect a sharp fall in the U.S. ISM Manufacturing PMI? Image: Alpine Macro

Internet-Searches for Inflation in the U.S. Americans’ fears about inflation are high, as Google search activity for “inflation” in the United States continues to rise. Image: BofA Global Research

Flows – Fixed-Income Assets Flows into Treasury-Inflation Protected Securities (TIPS) funds have been very strong, as they offer investors protection against rising inflation. Image: BofA Global Research

Returns – 20+ Year Treasury Bond ETF Drawdown Should investors consider long-maturity Treasuries after the market selloff? Image: The Daily Shot

S&P 500 Median Performance Around First Fed Rate Hikes Historically, the S&P 500 tends to do well during Fed rate hike cycles. Image: J.P. Morgan

Stocks with Stable Growth vs. Volatile Growth Rolling 12-Month Excess Return and ISM Manufacturing Index (Inverted) Stable stocks tend to outperform in a slowing economy. Image: Goldman Sachs Global Investment Research

Fed Tightening Cycles vs. U.S. Inflation Expectations Should investors brace for a hard landing? Image: Goldman Sachs Global Investment Research

CRB Commodity Prices and DXY Dollar Index Historically, there is an inverse relationship between commodity prices and the U.S. dollar. Image: Alpine Macro

Commodities – UN Food Price Index The Russia-Ukraine conflict drives food prices to record high. Image: BofA Global Investment Strategy

Fed Tightening and U.S. Recessions Should investors be worried when the Fed stops raising or cuts rates? Image: Goldman Sachs Global Investment Research