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Regional exposures of the MSCI ACWI index, as measured by its constituent companies' country of domicile and source revenue

Regional exposures of the MSCI ACWI index as measured by its constituent companies country of domicile and source revenue.png

What percentage of the top 50 stocks each year are non-US?

What percentage of the top 50 stocks each year are non-US.png

Labor costs are finally rising, placing added pressure on corporate profits

Labor costs are finally rising, placing added pressure on corporate profits.png

History shows that US long-term rates can remain low for extended periods

History shows that US long-term rates can remain low for extended periods.png

Digitization of society: the technology revolution

Digitization of society- the technology revolution.png

Surprise indices, 3-month moving average

Surprise indices, 3-month moving average.png

World trade volume

World trade volume.png

Rapid decrease in global yields, with Germany hitting an all-time low

Rapid decrease in global yields, with Germany hitting an all-time low.png

Interest rate differential between the US and other major economies is falling - why not the dollar?

Interest rate differential between the US and other major economies is falling - why not the dollar.png

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