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Emerging Economies CPI 1996-2017 Annual YoY %

Emerging Economies CPI 1996-2017 Annual YoY % Since 2000.PNG

3 Year Rolling Correlation of Fed Funds Rate and EM/DM Relative Performance Since 1995

3 Year Rolling Correlation of Fed Funds Rate and EM and DM Relative Performance Since 1995.PNG

3 Year Rolling Correlation of Fed Funds Rate and the US Trade-Weighted Dollar Since 1998

3 Year Rolling Correlation of Fed Funds Rate and the US Trade-Weighted Dollar Since 1998.PNG

USD Overvaluation vs Foreign Currencies Based on Purchasing Power Parity Since 1980

USD Overvaluation vs Foreign Currencies Based on Purchasing Power Parity Since 1980.PNG

When Emerging Markets Are Down 20%

When Emerging Markets Are Down 20%.PNG

Long Term Capital Market Assumptions

Long Term Capital Market Assumptions.PNG

Equity Markets are Typically Fine Until Inflation Reaches 4%

Equity Markets are Typically Fine Until Inflation Reaches 4%.PNG

Housing Prices in Australia and Canada Have Rapidly Appreciated Since 2000

Housing Prices in Australia and Canada Have Rapidly Appreciated Since 2000.PNG

Bull Markets Since 1935

Bull Markets Since 1935.PNG

Bull Markets Since 1935

Bull Markets Since 1935.PNG

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