U.S. M1 Money Supply Growth vs. Steepness of U.S. Yield Curve The U.S. yield curve is expected to steepen as M1 money supply growth goes to the moon. Image: Longview Economics

U.S. Total Call Option Volumes for Stocks and Indices U.S. total call option volume for stocks and indices is continuing to soar. Will this end well? Image: Deutsche Bank

CTAs Exposure to Equities CTAs overall equity exposure is in the 42th percentile. Image: Deutsche Bank Asset Allocation

Non-Profitable U.S. Tech Companies The stock prices of non-profitable U.S. tech companies are at record highs. Should investors be worried? Image: Morgan Stanley Wealth Management

12-Month Moving Correlation of U.S. 10-Year Bond Yields to U.S. Stocks in USD The correlation between U.S. stocks and bond yields should soon become negative. Image: BCA Research

Hedge Funds and Systematic Investor Positioning Hedge funds and systematic investor positioning is low in a long-term historical context. Is any market pullback a buying opportunity? Image: J.P. Morgan Quantitative and Deratives Strategy

Momentum Signals for Bitcoin Is the Bitcoin fever starting to break? Image: J.P. Morgan

U.S. Stock Market’s Daily Volume U.S. stock trading volumes surge, as retail investors face down hedge funds. Image: Financial Times

Equity Risk Premium – MSCI Emerging Markets Index The EM equity risk premium is high, suggesting plenty of room for further gains. Image: Morgan Stanley Wealth Management

Sentiment – 25-Day U.S. Put/Call Ratio Bearish seasonality risk is increasing, as the 25-day put/call ratio is trading at relatively low levels. Image: BofA

S&P 500 Deflated by CPI and Trend Is the S&P 500 in a bubble disconnected from reality? Image: BCA Research