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Economy

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US personal savings rate (average - 1959-2022)

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US and Euro investment grade yields - highs not seen in a decade

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US convertible default rates remain low over long term

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The home price correction is sharpest out west

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Relative equity market performance: USA vs. RoW since 1973

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Real broad effective US dollar exchange rate

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US dollar in historical perspective since 1973

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Equity risk premiums are higher outside the US

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CPI year over year (%)

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S&P 500 had consecutive declining years only three times in past 86 years since 1937

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