Cryptocurency Valuations and Network Size The size of the network helps explain the valuations of cryptocurrencies. Image: Goldman Sachs Global Investment Research

U.S. Markets – 12-Month Return Boost/Drag vs. Average When the U.S. business cycle is in the expansion phase, the S&P 500 tends to have above-average returns over the next 12 months. Image: Morgan Stanley Research

5% Pullbacks per Year for the S&P 500 Index Since 1950, the average number of 5% pullbacks per year in the S&P 500 Index is 3. Will pullbacks be short-lived this year? Image: LPL Research

U.S. Expansions and Recessions The coronavirus recession lasted only two months, which is by far the shortest U.S. recession on record. Image: Oxford Economics

Tech Stocks – NYSE FANG+ Index and CSI Overseas China Internet Index China and U.S. tech stocks are structurally decoupling. Should investors be wary of China’s crackdown on its tech giants? Image: Morgan Stanley Wealth…

Valuation – FAAMG Stocks vs. S&P 500 The relative valuation of FAAMG stocks remains high. Image: Goldman Sachs Global Investment Research

Coronavirus – Covid Cases vs. Deaths by Country The delta COVID-19 variant poses a risk, but the link between COVID cases and deaths has weakened. Image: J.P. Morgan Global Markets Strategy

MSCI ACWI – Global Equities Breadth Global equity market breadth is deteriorating. Is it time to reduce exposure to risk assets? Image: Topdown Charts

U.S. Dollar – Net Positioning of Speculative Investors in Futures Markets Should investors stay bullish on the U.S. dollar? Image: Financial Times

U.S. 10-Year Breakeven Inflation and Core PCE Inflation and Commodities (Leading Indicator) Is the surge in U.S. inflation peaking? Image: Alpine Macro

Average Real Equity and Bond Returns Since 1900, equities have significantly outperformed bonds across the western world. Image: Financial Times