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Data Update 1 for 2021: A (Data) Look Back at a Most Forgettable Year (2020)!

Musings on Markets

The second was that, starting mid-year in 2020, equity markets and the real economy moved in different directions, with the former rising on the expectations a post-virus future, and the latter languishing, as most of the world continued to operate with significant constraints.

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Data Update 1 for 2023: Setting the table!

Musings on Markets

While its focus is naturally on the US economy, inflation and rates, there is data for the rest of the world as well. I do report on a few market-wide data items especially on risk premiums for both equity and debt. Cost of Equity 1. Standard deviation in stock price 2. Price to Book 3.