MSCI ACWI Returns vs. Global Bond Returns This chart shows that global bond returns are outpacing stocks. Image: Financial Times

S&P 500 Return vs. NonFarm Payrolls Since 1988, the cumulative return of the S&P 500 has been much better when nonfarm payrolls have exceeded 100,000. Image: Pictet Wealth Management

U.S. 60/40 Portfolio Annual Price Return So far this year, the standard U.S. 60/40 portfolio has had its best year in two decades. Image: Goldman Sachs Global Investment Research

Various S&P 500 Index 6-Month Returns Since 1950 Historically, the Nov-Apr period is the best 6 months of the year for stocks. Image: Ryan Detrick, LPL Financial LLC

Demographics – U.S. Inflation (CPI) vs. U.S. Population Aged 20-54 The population of 20-54s will start to increase and could therefore lead to a return to inflation. Image: Longview Economics

U.S. Job Growth It is the 109th consecutive month of job growth. That’s a record. Image: Ryan Detrick, LPL Financial LLC

Probability of U.S. Recession Within 12 and 24 Months Chart suggesting that the probability of U.S. recession within 12 and 24 months remains relatively moderate. Image: Goldman Sachs Global Investment Research

North America Private Equity Assets Private equity keeps on growing and now represents an important part of the economy. Image: Financial Times

U.S. Consumer Confidence and U.S. Unemployment A tight U.S. labor market and low interest rates should continue to support U.S. consumer confidence and spending. Image: Goldman Sachs Global Investment Research

U.S. Population Growth U.S. population growth is slowing to its lowest rate, due to in large part to aging population. Improvements to immigration policies would greatly help the U.S. economy. Image: TD Bank Financial Group

U.S. Dollar and S&P 500 Equity Risk Premium Higher bond yields reduce the S&P 500 equity risk premium, which weakens the U.S. dollar. Image: Morgan Stanley Research