More of our insights
Global fixed income plummets as policy tightens
As policymakers reset rate expectations, this week’s chart looks at falling performance across the U.S. and Global Agg Indexes.
A wide disconnect between investors and the Fed
Markets expect the Fed to be much less hawkish than Fed policymakers do. This week’s chart looks at how the disconnect could drive volatility.
Negative productivity complicates the Fed’s path
Though CPI moderated in July, this week’s chart looks at negative productivity trends that could exaggerate wage pressures and complicate the Fed’s job.
Housing challenges create opportunity in CRE?
Housing data has crumbled under rapid Fed rate hikes. This week’s chart looks at how declining housing investment may mean opportunity in CRE.
Solidifying liquid alternatives
In a market environment where it feels as if nothing is working, liquid alternatives offer valuable opportunities.
Inflation to stick with us for a while longer?
This week’s chart looks at the makeup of inflation this year, noting it has become a stickier problem in recent months.
