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Economy

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The home price correction is sharpest out west

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Relative equity market performance: USA vs. RoW since 1973

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Real broad effective US dollar exchange rate

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US dollar in historical perspective since 1973

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Equity risk premiums are higher outside the US

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CPI year over year (%)

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S&P 500 had consecutive declining years only three times in past 86 years since 1937

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Capital markets assumptions

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How often is the stock market positive?

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Average US equity holding period (years) since 1975

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