China – Evergrande and Global Markets (Survey) Will Evergrande have a limited impact on global markets? Image: Deutsche Bank

Corporate Profits – S&P 500 Index Trailing 12-Mo. Operating Margin and U.S. CPI Less U.S. PPI The gap between CPI and PPI is deeply negative. Are U.S. coporate profits at risk in the next 12…

Valuation – Chinese Growth Stocks Chinese growth stocks are not a bargain yet. Image: BCA Research

U.S. Equity Market Sentiment and S&P 500 The equity risk indicator from Morgan Stanley is in the fear zone. Image: Morgan Stanley Research

Revision to Consensus S&P 500 EPS Have consensus earnings estimates for 2021 the potential to rise again? Image: BofA US Equity & Quant Strategy

U.S. Data Surprises – Inflation and Growth Is stagflation a real threat in the United States? Image: Deutsche Bank

China Stock Market – Shanghai Stock Exchange Composite Index Does the future look brighter for Chinese stocks? Image: BofA Global Investment Strategy

S&P 500: Reaction to Recoveries from Global Slowdowns Will the S&P 500 continue to rise over the next 10 months, or follow the historical pattern after global recoveries? Image: Arbor Research & Trading LLC

U.S. Federal Surplus / Deficit vs. U.S. Dollar The widening U.S. Federal deficit suggests a further depreciation of the U.S. dollar. Image: Real Investment Advice

Real Returns in Governement Bonds over the Last 5 Years Real returns in U.S. governement bonds are negative over the last 5 years, as in many other countries. Image: Deutsche Bank

Brent Crude Oil and GDP G3 (Leading Indicator) Brent crude oil prices tend to lead GDP G3 growth by 15 months. Image: Nordea and Macrobond