NYSE FANG+ Stocks vs. Four Horsemen 1997-2000 Another tech bubble in the making? Image: Alpine Macro

Importance of the Biggest Stocks by Region With rising stock market concentration, investors are taking more risk. Image: Societe Generale Cross Asset Research

MSCI Latin America vs. MSCI World and Russell 1000 Value vs. Russell 1000 Growth Latin America vs. Developed Markets has been highly correlated to Value vs. Growth. Image: Goldman Sachs Global Investment Research

China Copper Import Volume The rise in copper demand suggests a robust recovery. Image: Morgan Stanley Wealth Management

Valuation – Banks vs. Tech FMS investors say banks are undervalued vs. tech. Image: BofA Global Fund Manager Survey

Inequality – Percent Change in U.S. Real Median Family Net Worth by Age of Head U.S. real median net worth by age of head has diverged significantly over the decades. Image: Deutsche Bank

Oil Price vs. 10-Year Breakeven Inflation The collapse in the price of oil is creating a disinflationary risk. Image: Piper Sandler

% of Zombie Companies in Russell 3000 Equivalent The number of zombie companies in the United States is growing, due to the government’s response to the coronavirus crisis. Image: Financial Times

Advanced Economies Debt/GDP The coronavirus pandemic could bring the debt-to-GDP ratio of advanced economies to World War II levels. Image: Deutsche Bank

Relative Performance of U.S. Financials vs. S&P 500 U.S. financials have underperformed dramatically the overall market. Are they still a value trap? Image: Morgan Stanley Research

Valuation – Consensus FY2 P/E Multiple – Information Technology vs. S&P 500 S&P 500 valuations remain high, particularly info tech stocks. Image: Goldman Sachs Global Investment Research