Economy

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Commodity Prices vs Recessions Since 1971

Commodity Prices vs Recessions.png

Consumer Expectations Since 1970

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ISM Manufacturing and Services PMI Since 1995

ISM Manufacturing and Services PMI.png

The Conference Board Leading Economic Indicator Since 1987

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Historical economic contractions during war or crisis (% in GDP)

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Cumulative US GDP Growth for Each Expansion and Recession Since 1950

Cumulative US GDP for Each Expansion and Recession Since 1950.png

Active Bond Management Has Worked Well Across a Range of Categories

Active Bond Management Has Worked well Across a range of Categories.png

Triple Digits

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Global Debt Imbalance Now Worse Than the Average of All Major Bubbles in the Last 30 Years

Global Debt Imbalance Now Worse Than the Average of All Major Bubbles in the Last 30 Years .png

Global Earnings Since 2006 and Global Valuations 25-Year

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