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

Valuation – 12-Month Forward P/E of Top vs. Bottom Quintile Does valuation still matter? The premium of the 20% most expensive companies is near highs. Image: Goldman Sachs Global Investment Research

Valuation – 12-Month Forward P/E Premium (Discount) of Growth vs. Value Should investors favor value vs. growth, as the premium of growth companies reached all-time highs? Image: Goldman Sachs Global Investment Research

G10 Central Bank Government Bond Holdings Most central banks are expected to maintain the pace of their asset purchases through the rest of 2021. Image: Nordea and Macrobond

Emerging Markets Total Return Index (Equities Relative to Bonds) and OECD Core CPI (Leading Indicator) Emerging markets equities relative to bonds tend to lead OECD core CPI by 40 weeks. Image: BCA Research