Commodities – S&P 500 Price Index/CRY(B) Index Are commodities a bargain relative to U.S. equities? Historically, commodities tend to underperform inflation over the long run and stocks tend to outperform. Image: Deutsche Bank

Average Return Following a Peak in ISM Manufacturing After a peak in ISM manufacturing, the forward return on the S&P 500 tends to be negative on average over the next 3 months. Image: Goldman Sachs…

Flows for the Broad U.S. Asset Classes: Bonds and Stocks This week, inflows into bonds and stocks (U.S.-domiciled funds only). Image: BofA Global Research

Oil Prices Forecasts Oil prices are expected to decline in the coming years. Image: Capital Economics

Coronavirus – Scenarios for Daily U.S. COVID-19 Cases After more than a year of COVID-19, the United States sees a light at the end of the tunnel. Image: BofA Global Research

Greatest Annual Flows Biggest inflows into TIPS and financials this year, as the Fed lets the U.S. economy run hot. Image: BofA Global Investment Strategy

Excess Return Pre and Post Split Announcement Historically, stock splits tend to be followed by positive abnormal return upon announcement. Image: Morgan Stanley Research

Housing – House Price Growth (Average Annual Change Across the OECD’s 37 Economies) Could house prices continue to rise as long as interest rates remain low? Image: Financial Times

Daily COVID-19 Vaccinations Per Capita, Seven-Day Average European vaccinations have made great progress. Image: Morgan Stanley Wealth Management

S&P 500 Index Bull Markets after the Trough After a historic rally of 89% for the S&P 500, the current bull market is still tracking the bull market of 2009. Image: LPL Research

Cycle – U.S. Regime Indicator According to BofA, the current mid-cycle could extend at least into the summer and potentially beyond. Image: BofA US Equity & Quant Strategy