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Economy

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Megatrend consumer impact accelerating

mega_trend_consumer_impact.jpg

Stock Market Since 1926

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DJIA vs Presidential and Congressional Combinations

DJIA vs Presidential and Congressional Combinations.png

Lower unemployment should lead to increased wage inflation

Lower unemployment should lead to increased wage inflation.png

Meaning that the wealth economy has decoupled from the income economy (again)

Meaning that the wealth economy has decoupled from the income economy (again).png

EM middle class consumption to exceed 50% of world consumption by 2050

EM middle class consumption to exceed 50% of world consumption by 2050.png

Mortgage rates over five decades

Mortgage rates over five decades.png

Major economies are entering a "window of weakness"

Major economies are entering a window of weakness.png

US Real Consumption vs Manufacturing Production and Business Sentiment vs Real Investment Growth

US Real Consumption vs Manufacturing Production.png

Trade policy uncertainty index

Trade policy uncertainty index.png

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