Economy

us.jpg   fr.jpg

Value remains quite cheap globally

20.png

Change in housing starts vs. months since first rate hike

19.png

Publicly traded REITs premium/discount to NAV

17.png

High-yield bonds remain excellent substitutes for equities

15.png

Share of seats in the US Senate vs. the US House of Representatives since 1990

14.png

Real S&P composite: 1871-present

13.png

US treasury index drawdowns, % from peak since 1973

12.png

PPP fair value and spot exchange rates for selected currencies since 1992

11.png

LTCMA forecasts, 2023 vs. 2022, USD terms

9.png

Year-to-date total return for the Bloomberg US aggregate index

4.png

Syndicate content