Performance – Latin American Stocks vs U.S. Stock Price Relative How long will U.S. stocks continue to outperform Latin American stocks? Image: BofA Global Investment Strategy

Buybacks by Sector Stock buybacks are concentrated in the technology and financial sectors. Image: BofA Securities

U.S. Corporate Bonds vs. Commodities (Log Total Returns) Will commodities continue to outperform U.S. corporate bonds in a high inflation environment? Image: BofA Global Investment Strategy

Emerging Market Rates Shock – EM Rate Hikes vs. Cuts Emerging market rate hikes are on the rise, driven by rising inflation. Image: BofA Global Investment Strategy

China Credit Impulse and Global Exports, China M1 and Industrial Commodity Prices (Leading Indicators) China credit impulse tends to lead global exports by 12 months. Image: Alpine Macro

Closing S&P 500 and VIX on Each Date When the S&P 500 Hit A New All-Time High Today’s U.S. stock market looks a lot like the dot-com bubble of the late 1990s. Image: Goldman Sachs…

Inflation – NYB Arabica Coffee A cup of coffee could cost more, as arabica coffee beans continue to rise. Image: The Daily Shot

Rolling 12-Month Change in Cumulative ETF Inflows ETF inflows into the tech and financial sectors remain strong. Image: BofA ETF Research

% of S&P 500 Stocks with a Dividend Yield Above Stated Levels S&P 500 dividend yields are near a record low at 1.3%. Image: BofA US Equity & Quant Strategy

U.S. Real GDP U.S. real GDP is expected to reach the pre-crisis trend in 2022. Image: Oxford Economics

Valuation – Current Enterprise Value/Trailing 12-Month Sales – Russell 1000 Growth Index and Russell 1000 Value Index Are U.S. growth stock valuations becoming too high? Image: Morgan Stanley Wealth Management