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Ppl as ppl

U3

Employment To Pop.

Labor Market, Seasonally Adjusted

Ppl as L

Handwavy K vs L

GDP

Inflation

5-Year Breakeven Inflation Rate

5-Year, 5-Year Forward Inflation Expectation Rate

CPI Since '50

Markets-y

2's vs 10's

10yr Less 2yr

Russell 2k VIX, T12

Russell 2k VIX, Since 2005

Growth vs. Value

Growth vs. Value since '09

Growth vs. Value since '15

Junk

OAS Spread Long View (since ~1998)

OAS Spread Recently

Mortgages

30yr Fixed Rate Mortgage Since 1975

30yr Fixed Rate Mortgage More Recently

30yr Fixed Rate Mortgage Less The 2yr

Taylor

The Taylor Rule