More of our insights
As rates reverse, a growth renaissance?
As rates plunged in March, growth stocks spiked. This week’s chart looks at the ever-shifting changing growth-value dynamics in recent years.
Amid recent market retreat, return expectations plunge.
Have bears taken over the market? This week’s chart looks at the roller-coaster ride for investor sentiment this year.
U.S. equities: Between a rock and a hard landing
Despite the strong start to the year, equities remain stuck between the risk of further policy tightening and a painful decline in profit margins.
Fed funds rate shows no sign yet of retreating.
Could markets be due for more Fed-driven volatility ahead? This week’s chart looks at market-based Fed rate expectations, which continue to rise.
International equities reassert themselves
The current rally looks very different from the last one. This week’s chart looks at the composition of returns in 2023 vs. 2021.
The 3D Report: Q4 2022 recap—We won’t get fooled again
Ryan Caldwell and Lara Rhame reflect on the events of 2022, and how they’ll continue to impact the financial markets in the new year.
