Commodities H1 Annualized Return How will commodities perform for the rest of the year? Image: BofA Global Investment Strategy

Equity/Bond Performance – Stock-to-Bond Ratio Should investors be worried that the stock-to-bond ratio is at an extreme level? Image: Morgan Stanley Wealth Management

Historical Odds of U.S. Stock Market Rising in Second Half of Calendar Year Is there a good chance that the U.S. stock market will be higher at the end of this year? Image: Marketwatch

U.S. 10-Year Breakeven Inflation vs. Commodities (Leading Indicator) Is a commodity price correction imminent? Image: Alpine Macro

Productivity Growth in the U.S. The coronavirus pandemic has boosted productivity in the United States and helps explain some of the strong gains in the stock market. Image: J.P. Morgan Asset Management

Negative Real Rates Around the World Most economies in the world experience negative real rates. Image: Gavekal, Macrobond

U.S. Transitory Inflation Meter Is U.S. inflation transitory? The BofA US transitory inflation meter remains at 100. BofA expects core PCE inflation will settle down to 2.1% by the end of 2022. Image: BofA Global…

Equity Flows in H1 Could too much liquidity create market instability? Image: BofA Global Investment Strategy

Top 20 Stocks Contributing to S&P 500 Return The S&P 500 remains overly concentrated. Is this a cause for concern? Image: BofA Global Investment Strategy

Annualized Equity Flows in H1 vs. Cumulative Historical Are equity inflows headed to the moon? Image: BofA Global Investment Strategy

Gold Price Performance – Day vs. Night Like the S&P 500, Gold also loves the night. Since 2006, the real profits have been made outside regular trading hours. Image: Lohman Econometrics