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Nasdaq 100 Relative to S&P 500 (Nasdaq 1996-2019)

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S&P 500 Price Index (FactSet 1996-2020)

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USD and Current Account and Budget Balance (Bloomberg 1989-2020)

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Sector Share of Economy, Employment and S&P 500 (DoubleLine 2020)

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Returns 60% SPX 40% US AGG (BlackRock 2008-2020)

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Global Valuation Dispersion at Extreme Level (Bernstein 1974-2020)

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Pays developpes: taux de chomage (Bloomberg 1969-2019)

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Markets have largely priced in the expected recovery over the cyclical horizon (Bloomberg 2020)

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Monthly Inflation (Advisor Perspectives 1872-2020)

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