10-Year Rolling Real Return for a 60/40 Portfolio Lost decades for 60/40 portfolios have been more common than investors might think. Image: Goldman Sachs Global Investment Research

Valuation Percentile for S&P 500 and U.S. 10-Year Yields How long will valuations remain near their all-time highs? Image: Goldman Sachs Global Investment Research

Equities – MSCI Taiwan / MSCI Asia (Total Return in US$) If China attempts to invade Taiwan, what would it mean for stocks? Image: Gavekal, Macrobond

Yield Curve – U.S. 10Y-2Y Treasury Yield Spread and U.S. 2-Year Treasury Yield Does the flattening of the yield curve signal skepticism about the prospects for economic growth? Image: Morgan Stanley Research

Average Net Buying (Selling) of U.S. Single Stocks by Institutional and Private Clients Can tax-loss harvesting improve investor returns? Image: BofA Securities

Equities – MSCI ACWI Total Return vs. U.S. High Yield/High Grade Total Return Relative Is credit a bearish sign for global equities? Image: BofA Global Investment Strategy

S&P 500 – Inflation vs. Stock Returns Historically, inflation spikes do not bode well for equity returns. Image: Real Investment Advice

S&P 500 – >20% YTD Return at the End of October When the first 10 months are up more than 20%, the final two months of the year tend to be bullish for U.S. stocks.…

CPI Inflation in Six DM Economies As inflation persists, will the Fed raise interest rates more than the market expects? Image: BofA Global Research

Financials and Energy Flows Flows into financials and energy have stalled. Image: BofA Global Investment Strategy

Prediction Market Odds of U.S. Corporate Tax Rate in 2022 Is a corporate tax hike unlikely? Image: Goldman Sachs Global Investment Research