We have charted a number of economic data sets. Each chart – some more so than others – speaks to the current weakened economy and/or illustrates the inflated equity valuations we are experiencing. The latter in our view is not related to fundamentals but to the enormous liquidity the Fed has pumped into the economy. This action combined with low interest rates has lifted equity valuations. The economic effect remains to be seen. We did not include default data as we do not have access to the relevant data sets. Click any chart to expand or download it. Click here for the PDF version. Contact me at firstname.lastname@example.org should you want a particular Excel file(s).
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