China GDP Growth China’s GDP growth is expected to rebound to 5.5% in 2022. Image: Morgan Stanley Research

U.S. 10Y-2Y Treasury Yield Curve and Real Fed Funds Rate The U.S. 10Y-2Y yield curve has declined. Will the Fed raise interest rates more quickly than expected? Image: Morgan Stanley Wealth Management

Global ESG Bond Funds Flows Global ESG bond funds flows show no signs of slowing down. Image: BofA Global Research

S&P 500 Index – Over/Under Valuation S&P 500 valuation remains stretched. Should investors pay more attention to P/E ratios? Image: Real Investment Advice

Euro to U.S. Dollar (EUR/USD) and Core Inflation Difference (Leading Indicator) EUR/USD could continue to drop, as core inflation in the U.S. has increased. Image: Nordea and Macrobond

Inflation – The Price of Thanksgiving The American Thanksgiving dinner will be much more expensive this year, as turkey prices are surging. Image: BofA Global Investment Strategy

Fed Funds Rate Less Year-Over-Year Change of Consumer Price Index The difference between the fed funds rate and the CPI is the largest on record. Image: Morgan Stanley Wealth Management

Real U.S. 30-Year Interest Rates How long will real U.S. 30-year interest rates remain negative? Image: BofA Global Investment Strategy

European Stocks – STOXX Europe 600 Price Level and Forecasts Goldman Sachs expects the STOXX Europe 600 at 530 in 2022. Image: Goldman Sachs Global Investment Research

Cash – U.S. Corporate Liquid Assets How long can the U.S. stock market keep rising? U.S. companies are sitting on $7 trillion in cash. Image: BofA Research Investment Committee

Correlation Between Cyclically Adjusted P/E and Forward Returns The current Shiller P/E suggests that U.S. equity investors should expect anemic returns over the next 10 years. Image: Goldman Sachs Global Investment Research