10-Year Government Real Bond Yield Some emerging markets still have positive 10-year government real bond yields. Image: Alpine Macro

S&P 500 Index Returns After Big Yearly Returns When the S&P 500 is up more than 25% at the end of the year, the following year tends to be bullish for U.S. stocks. Image: LPL…

S&P 500 Future Returns After 7 Quarter Win Streak Historically, 7 quarter S&P 500 win streaks tend to be bullish for U.S. stocks. Image: LPL Research

S&P 500 and U.S. HY vs. IG Credit No credit deterioration is an overall positive sign for the U.S. bull market, as credit tends to lead equities. Image: KKR & Co.

December and January Seasonality Historically, December and January have been strong months since 1985. Image: Goldman Sachs Global Investment Research

Valuation – S&P 500 Index and Price to Annual Sales Measured by price to annual sales, U.S. stocks are looking more and more expensive. Should investors take a cautious approach to U.S. equities in 2022?…

Wages and Immigrants in the United States Less supply of immigrants in the United States tends to increase wages. Image: BCA Research

US vs. China – Fiscal Balance and Central Bank Assets As the chart shows, the U.S. and China have two very different policy responses to the pandemic crisis. Image: Alpine Macro

U.S. IG Corporate Green Bond Issuance U.S. IG corporate green bond issuance reached $84 billion this year. Image: BofA Global Research

Returns – S&P 500 Industry Group Sensitivity to Real Rates and Breakeven Inflation Should investors overweight healthcare and financials for 2022? Image: Goldman Sachs Global Investment Research

U.S. Household Debt as % of GDP The COVID-19 pandemic led to a spike in U.S. household debt as a % of GDP. Image: BofA Global Research