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Economy

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World government bond GDP-weighted return index (YoY%) since 1915

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Worst starts since 1927

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America's post-WW2 recessions

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Bull and bear markets since 1926

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Gold (block) and the US dollar index (inverted in grey) since 1970

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Asset class performance in different inflation environments

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Corporate talk of deglobalization has hit a new high while global trade has slightly decreased in recent years

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The worst bond drawdown is upon us

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US real household net worth

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Rolling 1-year daily return correlations between the S&P 500 and US 10-year treasury

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