Household Debt as a % of Disposable Income China household debt is now greater than that of U.S. households. Image: BCA Research

U.S. IPOs (Excluding SPACs) – Deal Count and Deal Value U.S. IPO activity is on the rise. Image: BofA Global Research

U.S. Stock Market Leverage / S&P 500 Market Capitalization U.S. stock market leverage as a percent of S&P 500 market capitalization continues to rise. Is it time for investors to be cautious? Image: Topdown Charts

Survey – When Do You Expect Y/Y Core Inflation Prints Fall Back to 2%? Will core inflation prints fall back to 2% in 2023? Image: J.P. Morgan

Coronavirus Omicron – Daily Cases vs. Daily Deaths in South Africa Is the new COVID variant Omicron less deadly than previous variants? Image: Deutsche Bank

Global Activity Global activity is now back to normal levels. Image: Deutsche Bank

Performance – Ratio: Nasdaq 100/Dow Jones How long will the Nasdaq 100 continue to outperform the Dow Jones? Image: The Daily Shot

Coronavirus – Share of Respondents Who Do Now Plan to Get Vaccinated Many Americans and Russians do not want to be vaccinated. Image: Morgan Stanley Wealth Management

U.S. Dollar Index (DXY) vs. U.S. Minus G10 (Ex. U.S.) 2-Year Yield Rising U.S. interest rates tend to make the U.S. dollar stronger. Image: Alpine Macro

Markets – Investment Clock The investment clock is in the bear flattening phase. Image: BofA Global Research

U.S. Consumer Sentiment vs. Consumer Spending Americans continue to spend despite rising prices. Image: J.P. Morgan Asset Management