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

U.S. Dollar Index and Relative Growth Expectations (U.S. vs. G9) Relative growth expectations suggest that the U.S. dollar should rise. Image: Nordea and Macrobond

ISM PMI and S&P 500 What does a cooling in U.S. manufacturing growth mean for the S&P 500 in the coming months? Image: BofA Global Research

Bull Market – S&P 500 % Returns and Length of 50-Trading Day Breakouts Can the S&P 500 continue to rise? Image: Arbor Research & Trading LLC

Commodities – Commodity Super Cycles The current commodity cycle is still in its infancy, as commodity bull markets tend to last for years. Image: Goldman Sachs Global Investment Research

U.S. Dollar and Federal Reserve – ECB Shadow Rate Spread Is the U.S. dollar finding a support, as it tends to track the Fed – ECB shadow rate spread? Image: Arbor Research & Trading LLC

Interest Rates – Share of Countries Hiking Rates Over the Following 12 Months Further rate hikes are expected in the coming months. Image: Goldman Sachs Global Investment Research

Ecommerce Sales in the U.S. as % of Total Retail Sales Retail ecommerce boom continues in the United States. Image: Financial Times

Valuation – Long-Term EPS Growth Rate and 12-Month Forward Price-To-Earnings Ratio Will these high-fliers fall back to earth? Image: BCA Research

S&P 500 – the Rally from March 2020 vs. the Rally from March 1935 Will the S&P 500 follow the rally from March 1935? Image: BofA Global Research