U.S. Debt to GDP Ratios U.S. government debt to infinity and beyond? Image: J.P. Morgan Asset Management

20-Year Annualized Returns by Asset Class The average American investor still underperforms the market over the long term, generally due to panic selling, emotional biases, the herding effect and lack of diversification. Image: J.P. Morgan…

Global Money Velocity Growth Global money velocity growth is back to its pre-pandemic level, around zero. Image: Oxford Economics

Tech Stocks – U.S. FAAMG vs. China BAT Should investors be more cautious about China’s crackdown on its tech giants? Image: BofA Global Investment Strategy

Equities – MSCI AC Asia Ex Japan Index (Price and EPS) and Asia Pacific Ex Japan (Inflation) Generally, stocks tend to perform well in a moderate inflationary environment. Image: Goldman Sachs Global Investment Research

Bitcoin and Moving Averages Will Bitcoin go lower? Image: Gavekal, Macrobond

Asia/U.S. High Yield Bond Spread Asian junk bonds look attractive relative to U.S. junk bonds. Image: Morgan Stanley Wealth Management

TIPS Flows in H1 Strong inflows into TIPS in H1, as investors are keen to buy inflation protection. Image: BofA Global Research

Cycles of U.S. Equity Outperformance – MSCI EAFE and MSCI USA Relative Performance Will U.S. stocks continue to outperform developed market equities (ex-US)? Image: J.P. Morgan Asset Management

Bitcoin – Main Reasons for Buying Cryptocurrencies Cryptocurrencies are seeing wider adoption among investors as part of a diversified portfolio. Image: Financial Times

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