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US households' equity allocation drops to 36.4% in 1Q22 from record high 38% in 4Q21

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Housing starts per 1000 households since 1960

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Fama/French total US market research index returns

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Life expectancy vs. health expenditure

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Growth of $100, 1926-2021

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Number of rate increases by amount among 55 central banks, month on month change in current policy rate

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Wealth-to-income ratio of the last 68 years

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SocGen CTA index outperformance to S&P 500

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S&P 500 returns under a higher 10-year yield since 1962

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S&P 500 index returns vs. Bloomberg commodities index since 1999

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