Valuation – U.S. Traling PE since 1901 Second highest PE since 1901. Does valuation still matter? Image: BofA US Equity & Quant Strategy

Russell 1000 Equity Risk Premium – Value vs. Growth Value stocks have outperformed growth stocks year-to-date, and remain more attractive than growth stocks. Image: Morgan Stanley Wealth Management

Global Manufacturing PMI in October Global manufacturing PMIs continue to be strong in March. Image: Morgan Stanley Research

Performance – S&P 500 Through First 50 Trading Days of Presidents’ First Term Joe Biden outperformed Donald Trump in terms of S&P 500 performance. Image: Axios

Cash – Value of Currencies in Circulation (% GDP) Cash remains king in the digital age, as its circulation skyrocketed last year. Image: Deutsche Bank

Inflation – S&P 500 and the CPI YoY Index The secular chart could suggest a late 1950s pattern. Rising inflation is not necessarily bearish for the S&P 500. Image: BofA Global Research Click the Image…

U.S. 10-Year Yields After Breaking to New 6-Month High Since 2000 Should investors expect higher U.S. 10-year Treasury yields on expectations that the U.S. economy’s recovery will be faster than expected? Image: Arbor Research &…

Who Owns the Equity Market in the United States? U.S. households’ equity ownership has declined, but remains high. Image: Deutsche Bank

Recessions – Fed Funds Rate vs. Rolling 12-Month Drawdown on Multi-Asset Portfolio of FICC and Equities Could the Fed cause the next recession by raising interest rates too soon? Image: J.P. Morgan

EUR/USD and Relative Real Rates Is there more downside risks for EUR/USD, as relative real rates now point to EUR/USD below 1.10? Image: Nordea and Macrobond

Global ESG Funds Flows The strong inflows were driven by the explosion in growing investor interest in ESG issues. Image: Goldman Sachs Global Investment Research