Economy

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Corporate credit: rife with more highly levered companies

Corporate credit rife with more highly levered companies.png

Comparison of current global yields to their respective lowest historic levels

Comparison of current global yields to their respective lowest historic levels.png

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

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