Cash Allocation Percentile vs. History Cash allocations are going down and could suggest more upside for stocks. Image: Goldman Sachs Global Investment Research

Year-to-Date Performance – S&P 500 vs. Russell 2000 The Russell 2000 index has lagged the S&P 500 year-to-date, as many small-cap stocks are missing the party. Image: Financial Times

Coronavirus – Daily Deaths from COVID-19 in the U.S. and Currently Hospitalized due to COVID-19 Both of these graphs show encouraging signs in the United States, as the growth in new COVID-19 cases continues to…

Bank Loans and Bank Lending Standards According to BofA, banks won’t lend, as nearly three-quarters of loan officers reported tighter bank lending standards in the second quarter. Image: BofA Global Investment Strategy

U.S. Composite Activity Indicator vs. Monthly U.S. GDP Forecast The J.P. Morgan composite activity indicator has lined up with reported monthly GDP so far, as retail enjoys swift revival in sales. Image: J.P. Morgan

EUR/USD and S&P 500 The correlation between the EUR/USD and the S&P 500 is very high. Will August end in storms for markets? Image: Societe Generale Cross Asset Research

Holding Period of Stocks in Years Investors are advised to invest for the long-term, but the length of time that they hold shares has been shrinking. Image: Reuters

Gold’s Premium/(Discount) to U.S. 10-Year Real Yields Is the gold premium to real yields excessive today? Image: J.P. Morgan

Tech + Mega-cap Growth Stocks vs. Cyclicals ex Mega-cap Growth and Tech Performance across sectors has been closely correlated with the increase in the number of Robinhood users. Image: Deutsche Bank Asset Allocation

Valuation – S&P 500 Market Capitalization to GDP vs. S&P 500 Market Capitalization to M2 This chart puts market valuations into perspective, as the massive collapse in the velocity of money has led the Fed…

Gold Price vs. TIPS 10-Year Yield Falling gold prices could warn a bottom of U.S. real yields. Image: Goldman Sachs Global Investment Research