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Blog

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DXY vs three-month interest rate differential between US and the UK, Germany, and Japan since 1990

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Investing at current yields has provided attractive returns

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Investing prior to final rate hike has provided strong returns

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Russell 1000 value/growth annual % change is its second-greatest greatest since 1978

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Russell 1000 value/growth is perking up off extreme lows in 2020

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EM index drawdowns and next 12-month returns since 1991

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Forward P/E discount: DM ex-US and EM relative to US since 2005

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MSCI China vs MSCI ACWI index since 2000

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The dollar remains significantly above fair value since 1973

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JP Morgan market recap 1/30/23

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