Inflation – U.S. 30-Year Breakeven Rate Has inflation fear gone away? Image: Bloomberg

Bond Market – Rally in U.S. Treasuries Is the recent rally in U.S. Treasuries over? Image: Deutsche Bank Research

Coronavirus (COVID-19) Pandemic – Global Vaccination Rates Is the coronavirus pandemic far from over despite vaccinations? Image: J.P. Morgan

Volatility – VIX and SKEW Index Could investor complacency evaporate this year? Image: Morgan Stanley Wealth Management

Reflation Sentiment – Total Return in Local Currency Is the great reflation trade still alive? Image: Goldman Sachs Global Investment Research

AAII Survey: Investor Asset Allocations – Equities The AAII allocation to equities is reaching extreme optimism. Image: Topdown Charts

Valuation – S&P 500 Index vs. S&P 500 Bank Index – 12-Month Forward Price/Earnings Ratio Banks still look cheap relative to the broad market. Image: Morgan Stanley Research

Bitcoin – Number of Cryptocurrencies Worldwide The number of cryptocurrencies has skyrocketed. But the top 20 cryptocurrencies account for nearly 90% of the total market. Image: Financial Times

Tech Flows in H1 Will investors’ love of tech stocks continue? Image: BofA Global Investment Strategy

Tech Stocks – S&P 500 Information Technology Index and 10-Year U.S. Treasury Yield – 200-Day Correlation How much should tech stocks trade like bond proxies? Can high concentration in tech stocks increase market fragility? Image:…

G6 Real GDP Levels The U.S. economy is growing pretty solidly and is expected to outperform the rest of DM through the end of 2022. Image: BofA Global Research