S&P 500 Index Returns Based on Various Inflation Levels Historically, the S&P 500 has generated the highest returns in periods of low inflation. Image: LPL Research

Cumulative Flows into Factor ETFs Strong inflows into value factor since last November. How long will it last? Image: J.P. Morgan

U.S. IG Corporate Bond Quarterly Total Return Year-to-date, the quarterly loss in U.S. corporate bonds exceeds that of previous years, post-2008. Image: BofA Global Research

Equity Call Volume Equity call volumes have been declining since late of January, as retail investors are focused on the economic reopening. Image: Deutsche Bank Asset Allocation

Valuation – World Technology 12-Month Forward Earnings Yield and 10-Year Treasury Bond Yield Plus 2.5 Tech stocks are less attractive, as the world tech 12-month forward earnings yield is still below the 10-year Treasury bond…

S&P 500 2021E Sector Return on Equity (ROE) vs. Price/Book Valuation Are health care and consumer staples among the sectors that show promise this year? Image: Goldman Sachs Global Investment Research

Tech Bubble – S&P 500 Information Technology and Small Cap Value Index Should investors expect small cap value stocks to soar and a repeat of the tech bubble burst? Image: Alpine Macro

Quarterly U.S. Real GDP Relative to Prerecession Path Is the U.S. economy on fire, as U.S. real GDP has recovered faster than normal? Image: Morgan Stanley Research

Small-Cap Stocks – Russell 2000 vs. S&P 500 The rally in small-caps is under pressure. Is it time to buy the dip? Image: The Daily Shot

S&P 500 Dividend Yield and U.S. 10-Year Treasury Yield The relative advantage that the S&P 500 dividend yield has held over the U.S. 10-year Treasury yield has completely disappeared. Image: Piper Sandler

U.S. Consumer Spending – Households Who Received Stimulus Payments and Households Who Did Not U.S. households who received stiumulus payments are feeling more confident about spending. Image: Quill Intelligence, LLC