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Economy

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Morningstar style box YTD performance

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Bloomberg US aggregate bond index since 1990

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S&P 500 with & without its best & worst days since 1991

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S&P 500 value vs. growth: 1996-2022

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30-year fixed mortgage rate: National average

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US CPI increases by economic cycle since 1972

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European high-grade corporate bonds in historic pullback

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US corporate profit growth since 1951

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Rolling 24 month correlation between US bonds and equities since 1945

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Fixed income segment performance (%)

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