Returns – S&P 500 Is on Pace for Its Fifth Consecutive Month of Gains Does the U.S. stock market rally have more legs, even though valuations are high? Image: Bloomberg

Performance – S&P 500 and Tech Sector If the S&P 500 was just the tech sector, it would be at 4322. Image: BofA Global Investment Strategy

High Quality Stocks vs. Low Quality Stocks Chart suggesting that higher quality stocks could be a good entry point today. Image: BofA US Equity & US Quantitative Strategy

Cash in Customer Accounts More upside for stocks? As elevated cash levels are a contrarian bullish signal. Image: BofA Global Research

Correlation Between Russell 1000 Growth and Russell 1000 Value The correlation between Growth and Value has been close to zero, as during the dotcom bubble, when value investors were squeezed out while growth investors enjoyed…

U.S. Labor Market – Initial and Continued Claims U.S. unemployment claims remain historically high, as recovery in U.S. labor market slows Image: BofA

U.S. Demographics vs. U.S. Inflation Chart suggesting the correlation between demographics and inflation in the United States. Image: BofA Research Investment Committee

Yield Curve – Difference 5-Year and 30-Year Treasury Yields The yield curve steepens after the Fed pivot. Are Gold prices at risk? Image: Financial Times

Fed Funds Futures Curve (Interest Rates) For the first time, traders are starting to price in negative U.S. interest rates for first time. Image: The Daily Shot

Yield Curve and U.S. Real GDP Growth – Broad-Based Recovery in 2021 The current steepening of the yield curve suggests a long road to recovery Image: Alpine Macro

U.S. Dollar-Euro Exchange Rate Forecast According to Goldman Sachs, the U.S. dollar offers poor fundamentals and remains overvalued despite the recent selloff. Image: Goldman Sachs Global Investment Research