Google Trends – Inflation Topic in United States – News Search Searches for inflation in the United States are surging this year. Will inflation materialize? Image: Deutsche Bank

Small Caps Valuation – Russell 2000 “Fair Value” Is the massive outperformance of small caps coming to an end? Image: Morgan Stanley Research

Historical Changes of U.S. Treasury 10-Year Yield from Troughs Will the U.S. 10-year Treasury yield continue to rise? Image: Morgan Stanley Research

Net Speculative Positions – Aggregate Commodities Is it still the right time for investors to go long on commodities? Image: BCA Research

Valuation – S&P 500 P/E Ratio and U.S. 10-Year Bond Yields If yields continue to rise, the price of the stock market is expected to fall. Image: Richardson Wealth

2021 U.S. GDP Growth Forecasts Goldman Sachs remains more optimistic than consensus in 2021 and expects less of a slowdown in 2022. Image: Goldman Sachs Global Investment Research

Percentage of NYSE Stocks at New 52-Week Highs New 52-week highs continue to expand, which is bullish for U.S. stocks. Image: BofA Global Research

Cash Levels – S&P 500 and Money Market Fund Assets Investors are still sitting on a high amount of cash, despite the rally in the S&P 500. Image: Alpine Macro

S&P 500 (Top) with % of Stocks Above 50-Day Moving Averages (Bottom) The breakout for % of stocks above 50-day moving averages is a bullish signal for the S&P 500. Image: BofA Global Research

Russell Value Relative to the S&P 500 Is this the most significant bottom for Value relative to the S&P 500? Image: BofA Global Research

Market Bubbles – Performance Leading Upto the Peak History suggests that a bubble peak may not be near for global equities. Image: Credit Suisse Research