U.S. Yields, Equities and Fed Funds through Various Fed Balance Sheet Phases Will slow tapering send U.S. yields higher this time? Image: Deutsche Bank

Premium Spent on Buy-to-Open Single-Stock Option Transactions Retail options traders are back in droves. Image: BofA Global Research

Commodities – Commodity Super-Cycle Historically, commodity super cycles tend to last for years. Image: Fidelity Investments

Yield Curves and Recessions Is a recession on the horizon in the United States, as the yield curve is flattening? Image: Goldman Sachs Global Investment Research

Hit Rate for S&P 500 (% Positive Returns) in Months of Small Cap Leadership vs. All Months Generally small caps tend to outperform when the U.S. economy is growing. Could small caps regain leadership? Image:…

Performance – MSCI EM/S&P 500 Why are emerging market equities underperforming the S&P 500 for so long? Image: The Daily Shot

S&P 500 Relative to its 200-Day Moving Average When will the S&P 500 retest its 200-day moving average? Image: The Daily Shot

VIX Index Spot Price The VIX has dropped below its long-term median. Image: Goldman Sachs Global Investment Research

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

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