Bank Credit Default Swaps Should investors worry that bank credit default swaps (CDS) have risen sharply recently? Image: Topdown Charts

Asset Price Inflation and “Real Economy” Inflation Gold performed well during the 1973-1983 decade. Image: Goldman Sachs Global Investment Research

S&P 500 Price Index Drawdown from All-Time Highs Drawdowns happen all the time and don’t have a precise time to start or end. Image: Morgan Stanley Research

S&P 500 Index Performance During Periods of Multiples Fed Rate Hikes Historically, Fed rate hikes cycles are not a threat to the S&P 500 Index. Image: LPL Research

Do You Think Global Equity Markets Will Experience a Bear Market? Most FMS investors expect that global equity markets will experience a bear market this year. Image: BofA Global Fund Manager Survey

Share of Bitcoin in Total Crypto Market Capitalization Will Bitcoin’s share of the total crypto market capitalization continue to fall? Image: J.P. Morgan

Stocks – Net % Say Large Caps Will Beat Small Caps (FMS Investors) Will large caps beat small caps? Image: BofA Global Fund Manager Survey

FMS Investors – U.S. ISM Index YoY vs. Net % Expecting Stronger Economy Will the U.S. ISM index drop below 50 in 2022Q2 ? Image: BofA Global Fund Manager Survey

Oil Price Relative to U.S. Personal Disposable Income The impact of the recent oil surge, adjusted for U.S. personal incomes, is much smaller than that of previous oil shocks. Image: Alpine Macro

S&P 500 Index Performance After Long Streaks >30 for the VIX End A move of the VIX below 30 tends to be bullish for U.S. stocks. Image: LPL Research

2Y-10Y U.S. Treasury Yield Curve vs 3M-10Y U.S. Treasury Yield Curve The steepening of the 3-month/10-year U.S. Treasury yield curve suggests that the Fed’s monetary policy tightening could be slower. Image: Morgan Stanley Wealth Management