Economy

us.jpg   fr.jpg

The effects of inflation: $100,000 6-month CD investment since 1964

image033.png

Inflation and stock-bond correlation since 1939

image029.png

Interest rates vs EAFE/US performance since 2009

image021.png

MSCI US P/E relative to MSCI world x US P/E since 1970

image020.png

MSCI USA index minus MSCI World ex-USA index (3-year rolling returns) since 1973

image019.png

Percent of S&P 500 members outperforming the S&P 500 index (trailing 3 months) since 1993

image016.png

Some notable asset bubbles over the last 40 years

image015.png

More duration does not always mean more risk

image013.png

S&P 500: cheap or expensive?

image012.png

Cash and bond Performance (%) one year after the end of the past six hiking cycles

image009.png

Syndicate content