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Economy

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The market vs. value around recessions

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Housing starts per 1000 households since 1960

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Life expectancy vs. health expenditure

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Number of rate increases by amount among 55 central banks, month on month change in current policy rate

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Wealth-to-income ratio of the last 68 years

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SocGen CTA index outperformance to S&P 500

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High-yield defaults are at historical lows

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Stocks vs. real estate since 1964

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History in the making: The worst first half for treasuries since 1788

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Performance of various asset classes when volatility is high (1973-12/31/2021)

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