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Economy

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EM real yields minus DM real yields (%) since 2007

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Breakdown of all publicly traded firms with market capitalizations that exceed zero traded anywhere in the world

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Interest rate vs. EAFE/US performance since December 1999

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Stocks and bonds have rarely declined in tandem since 1977

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Stocks have been a leading indicator of the economy

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The unemployment rate vs. recessions since 1948

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US dollar long cycles (DXY) since 1967

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Annual mortgage cost as a percentage of household income since 1948

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Fund fees keep getting squeezed since 1990

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Bloomberg US corporate high yield BB excluding energy since 1994

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