Inflation – Headline Consumer Price Index, Non-Reopening Components, Energy and Reopening Components Reopening and energy contribute the most to inflation. Image: Morgan Stanley Wealth Management
Inflation – Global Energy Prices Could rising energy prices threaten the economic recovery? Image: BofA Global Research
Weekly Energy Flows Investors are putting their money back into the energy sector. Image: BofA Global Investment Strategy
Inflation – U.S. 10-Year Bond Yields and CPI (YoY ex Food and Energy) Bond yields are low given current CPI, suggesting that the rise of inflation is temporary. Image: Richardson Wealth
Cumulative Flows Into Tech, Energy, Materials and Financials Late cyclicals flows are outperforming tech year-to-date. Image: BofA Global Research
Bitcoin Energy Consumption Compared to Select Countries Is Bitcoin really bad for the environment? Image: BofA Global Research
Inflation – Commodities and Energy Stocks vs. U.S. CPI Commodities and energy stocks tend to track U.S. inflation. Image: J.P. Morgan
Emerging Market Stocks – EM Consumer Discretionary + Tech vs. EM Energy + Materials This chart highlights the polarization in sector dominance. Image: BofA Global Investment Strategy
Performance – Banks, Industrials, Materials and Energy Relative to S&P 500 Pandemic losers are the winners year-to-date, as the rotation remains intact. Image: Alpine Macro
S&P 500 Sectors (Tech, Consumer Dis., Financials and Energy), Increase in Market Value Are tech sector valuations a cause for concern? Image: Financial Times