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

% of Tech Outperformance Explained by Bond Yields Chart suggesting that falling bond yields lead to tech outperformance more than ever. Image: BofA Research Investment Committee

U.S. Small Cap Stocks – China Producer Prices vs. Russell 2000 12-Month Return Chart suggesting the impact of China producer prices on U.S. small cap stocks. Image: BofA Research Investment Committee

Global Real GDP vs. Nominal Broad Dollar TWI The U.S. dollar tends to weaken when global growth picks up. Image: Goldman Sachs Global Investment Research

S&P 500 Index Bull Markets (Since WWII) the First Year So far, the new bull maket is topping all other bull markets since WWII. Image: LPL Research

Performance – European Equities vs. U.S. Stocks Should investors look at U.S. stocks or European equities? Image: Morgan Stanley Research