Fed Funds Futures – Interest Rates Will interest rates go up in 2022? Image: TS Lombard

% Move in EUR/USD After U.S. Presidential Inaugurations EUR/USD has tended to decline in the weeks following U.S. presidential inaugurations since 1974. Image: Nordea and Macrobond

Risk Appetite Indicator Level – Drawdowns and Up Moves Time to reduce risk? When the Risk Appetite Indicator (RAI) level is above 1, near-term returns tend to be lower on average, with larger drawdowns. Image:…

U.S. Money Supply M2 and CPI Inflation The increase in the money supply (M2) tends to lead to higher inflation. Image: Financial Times

Tech Valuations Should investors be worried about tech valuations? Image: Financial Times

Euro to U.S. Dollar (EUR/USD) and China’s Credit Impulse (Leading Indicator) China’s credit impulse tends to lead the EUR/USD by 12 months. Image: Nordea and Macrobond

U.S. Crude Oil Production Will oil price bounce back in 2021? Image: J.P. Morgan

Corporate Bond Yields vs. Dividend Yields Corporate bond yields are low compared to equity dividend yields. Image: Goldman Sachs Global Investment Research

Deflation Assets and Inflation Assets Deflation assets outperformed inflation assets 3 out of past 15 years. Image: BofA Global Investment Strategy

Soft Commodities Reach Six-Year Highs (Soybean, Wheat, Corn) Will food inflation threaten the economic recovery? Image: Morgan Stanley Wealth Management

Tech Stocks – FAAMG vs. S&P 500 Are investors too complacent about antitrust risks? China’s anti-monopoly actions erased China Tech stock outperformance in just two months. Image: Goldman Sachs Global Investment Research