Economy

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Markets believe the Fed tightening will be put on pause and longer term rates will stay low

Descending terminal yields.png

Range of annual realized volatility for the S&P 500 over the past 90 years

Range of annual realized volatility for the S&P 500 over the past 90 years.png

Global mean temperature

Global mean temperature.png

Global bonds trading at a negative yield/U.S. credit to the non-financial sector

Global bonds trading at a negative yield U.S. credit to the non-financial sector.png

Rising longevity implies higher saving/Saving rate up, rates down

Rising longevity implies higher saving Saving rate up, rates down.png

Eurozone populism index/From globalization to de-globalization?

Eurozone populism index From globalization to de-globalization.png

Share of world GDP growth/Research and development spending

Share of world GDP growth Research and development spending.png

Secular economic baseline: new normal/new neutral continues to rule

Secular economic baseline new normal new neutral continues to rule.png

OECD composite leading indicator

OECD composite leading indicator.png

U.S. corporate credit as % GDP since 1968

U.S. corporate credit as % GDP since 1968.png

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