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Economy

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10-year US Government Yields Hit Fresh All-Time Multi-Century Lows Overnight (Deutsche Bank 1786- 2020)

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Real Assets at all-time lows vs. Financial Assets (World Bank 1925-2020)

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Stocks have typically been a leading indicator for the economy

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NDR Crowd Sentiment Poll 2002-2019

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Politics Don't Matter: Historically a Divided vs. Unified Government Both Perform Well (Bloomberg 1937-2019)

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Total Market Cap/ GDP (Bloomberg 1980-2020)

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Labor Market: Pros and Cons

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Worst Pandemics in History by Fatalities as Percentage of Global Population at the Time (FEDS 165-2020)

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Shiller P/E Ratio still far away from lows in the past (Brian Walchli 1860-2020)

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High-Yield Corporate Bond Spreads Widen

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