U.S. Elections – Dow Jones vs. Presidential Political Party Republicans vs. Democrats: this chart shows that Dow Jones returns have been much better when a Democrat held the presidency. Image: Ned Davis Research

Gold and G4 Central Bank Balance Sheet Chart suggesting that G4 central bank balance sheet expansion is positive for gold. Image: J.P. Morgan

S&P 500 Index vs. S&P 500 Index 30-Day Implied Volatility (VIX) Despite the stock market’s breathtaking rally, volatility remains elevated. Image: Bloomberg

Global Flow into Chinese Equity Funds Chinese equity funds saw an 11th consecutive week of net outflows. Image: Goldman Sachs Global Investment Research

S&P 500 Companies and Profit Guidance Over the last three months, 80% of S&P 500 companies failed to provide guidance. That’s a record going back to 2001. Image: BofA US Equity & Quant Strategy

U.S. Nonfarm Employment This chart suggests a two-phase labor market recovery in the United States. Image: Oxford Economics

YTD Flow Winners and Losers Equities have seen billions in outflows year-to-date. Image: BofA Global Investment Strategy

CTAs’ Equity Exposure (CTA Beta to the S&P 500) CTAs’ equity exposure is currently flat. Image: J.P. Morgan Equity Derivatives Strategy

U.S. Real GDP Forecast Goldman Sachs revised its U.S. real GDP growth forecast. Image: Goldman Sachs Global Investment Research

Commercial Bank Loan Delinquency Rate Chart suggesting that the commercial bank loan delinquency rate is expected to rise Image: Deutsche Bank Global Research

Global Debt Levels vs. Global Bond Yields Global debt is at all-time high, while global bond yields are at all-time low. Image: J.P. Morgan