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Economy

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China real GDP by decade

China real GDP by decade.png

Within equities, smaller cap stocks tend to underperform at this point in the cycle

Within equities, smaller cap stocks tend to underperform at this point in the cycle.png

Real broad trade-weighted dollar

Real broad trade-weighted dollar.jpg

Percentage of private-sector workers participating in an employment-based retirement plan by type(1979-2014)

Percentage of private-sector workers participating in an employment-based retirement plan by type(1979-2014).png

Growth vs. Value performance

Growth vs. Value performance.png

Foreign exchange reserves/GDP, Jan 1960-Dec 2016

Foreign exchange reserves:GDP, Jan 1960-Dec 2016.png

Fed funds target, market and FOMC forecasts

Fed funds target, market and FOMC forecast.png

Current expansion is the second longest post-war

Current expansion is the second longest post-war.png

MSCI EAFE index NTM P/E relative to MSCI USA index from 1999

MSCI EAFE index NTM P:E relative to MSCI USA index from 1999.png

US leading indicators as a predictor of recession

US leading indicators as a predictor of recession.png

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