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Corporate Credit Since 1997

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Nominal Wages Are Showing Signs of Life Since 2010

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Recession Models Are Flashing Orange, But Few Traditional Signs of Overheating Since 2001

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Subsequent Lynch High Yield Spreads Model Since 1980

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Merrill Lynch High Yield Spreads Model Since 1998

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Percentage Deviation from BGIM PPP

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There Are Frequent Valuation Anomalies in the Global Bond Arena

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Russell 2000 Value vs Growth Annualized Trailing 10-Year Relative Return Spread Since 1988

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Emerging Markets Discount Relative to US Equities Since 1998

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S&P 500 Valuation Indicator Since 1950

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