Professional Forecasters Probability of Recession U.S. recession fears among professional forecasters remain elevated. Image: Goldman Sachs Global Investment Research

Inflation – U.S. 5-Year, 5-Year Forward Breakeven Rate U.S. bond market expectations for inflation are rising again, which is not good news. Image: The Daily Shot

S&P 500 GICs Level 1 Sector Weekly Relative Rotation Graph Will technology and discretionary stocks continue to lead? Image= BofA Global Research

Cumulative Flows from Global Investors into DM and EM funds Flows from global investors into DM and EM equity funds are just slightly positive year-to-date. Image: Goldman Sachs Global Investment Research

Fed Funds Rate Less U.S. Core PCE Is the Federal Reserve’s monetary policy really restrictive in order to return inflation to 2%? Image: Morgan Stanley Wealth Management

S&P 500 Quarterly YoY EPS Growth Relative to Consensus Expectations Will S&P 500 companies continue to beat analyst expectations? Image: Goldman Sachs Global Investment Research

U.S. Public Debt Outstanding The U.S. public debt is projected to continue growing by $5.2 billion every day over the next 10 years. Image: BofA Global Investment Strategy

Energy vs. Consumer Discretionary Stocks Should investors remain long energy stocks? Image: BofA Global Investment Strategy

S&P 500 Stocks – Average Earnings Day Moves In the current quarter for earnings, U.S. stocks have moved +/-4.6%, which is the highest in the last ten years. Image: Goldman Sachs Global Investment Research

Nasdaq 100 vs. 10-Year U.S. TIPS Yield (Inverted) The Nasdaq 100 has shown strong performance despite the rise in real yields, which may indicate the possibility of the market overheating. Image: The Daily Shot