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Annual savings needed if starting today (household income <= $90k)

Annual savings needed if starting today.png

US real GDP growth YoY% & US CPI YoY%

US real GDP growth YoY% & US CPI YoY%.png

Share of global middle-class consumption

Share of global middle-class consumption.png

Rolling three-year returns annualized

Rolling three-year returns annualized.png

Recession models are flashing orange, but few traditional signs of overheating

Recession models are flashing orange, but few traditional signs of overheating.png

LTM net debt/EBITDA ex-financials & % of IG debt in each leverage bucket, by rating

LTM net debt:EBITDA ex-financials & % of IG debt in each leverage bucket, by rating.png

Long term capital market expectations

Long term capital market expectations.png

International growth relative to value (forward P/E ratio)

International growth relative to value (forward P:E ratio).png

Forward Price-to- earnings

Forward Price-to- earnings.png

Forward PE ratio - U.S. growth relative to value

Forward PE ratio - U.S. growth relative to value.png

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