S&P 500 Drawdown Is the U.S. stock market poised for a drawdown at some point in 2021? Image: Bloomberg

U.S. Treasury Bonds vs. Russell 2000 Will U.S. Treasury bonds continue to outperform the Russell 2000 for the rest of the year? Image: BofA Global Research

U.S. Consumer Sentiment and U.S. Unemployment Rate Consumer sentiment is a good leading indicator of the trend in the unemployment rate. Image: J.P. Morgan Asset Management

Inflation – U.S. Core PCE Deflator Are fears of high inflation overblown? Image: Alpine Macro

Real S&P 500 Market Doubles Is the U.S. stock market poised for a correction after 100% gain from its March 2020 low? Image: Real Investment Advice

Financials and Materials Flows Investors are putting their money back into financials and materials. Image: BofA Global Research

Months Since the Last Time the S&P 500 Closed Below Its Level from Two Months Earlier Is a pullback in U.S. stocks approaching? Image: Goldman Sachs Global Investment Research

Commodities – Net Speculative Positions and Continuous Commodity Index Commodities remain vulnerable over the near term. Image: BCA Research

EPS Growth – MSCI U.S. 12-Month Forward Earnings per Share Estimates of EPS growth continue to hold up well. Image: Morgan Stanley Wealth Management

Interest Rates – Pace of Hikes After the First Rate Hike and U.S. 10-Year Treasury Yield The expected pace of Fed rate hikes tends to drive interest rates.  Image: Morgan Stanley Wealth Management

Small Cap and Value Flows Small-caps and value have seen recent outflows. Image: BofA Global Research