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Economy

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Private equity deals and exits since 2007

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Percent job losses in post WW2 recessions

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Unemployment rate and S&P 500 drawdown (in %) since 1960

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Bloomberg US aggregate bond index: Initial yield-to-worst and subsequent 5-year total return since 1976

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S&P 500 index vs. active domestic large cap funds since 1975

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Rising rates will weigh on developed economies with pricey housing markets

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Largest drop in pending sales in at least 8 years

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2022 was worst year for 10-year US treasury note since 1788

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Value remains quite cheap globally

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Change in housing starts vs. months since first rate hike

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