More of our insights
Meet the new Fed policy: Low interest rates for years to come
Read an analysis of the Fed’s framework review announcement, and what it means for investors now and moving forward
Tech powered the S&P 500 to a new high. What’s next?
Stocks’ astounding rally has been fueled by the tech sector. Our chart looks at tech’s concentration in the S&P 500 and what it means for investors.
Economic activity and volatility both slow. But for how long?
Economic activity has slowed recently, and so has market volatility. Our chart examines this relationship and asks how much longer it can last.
Slowing recovery presents challenges, highlights opportunities
Markets have traded sideways for much of the past 6 weeks after racing back in late March. Our chart looks at what slowing momentum may mean for investors.
Measuring the recovery: Pressing pause
COVID-19’s resurgence in the U.S. has paused the nascent economic recovery. We dive into traditional and high frequency data to show how the pandemic is impacting economic activity and equity market performance.
Dueling data leaves market outlook open to interpretation
Economic data as a Rorschach test? Like the famous inkblots, competing good news-bad news releases make market outlooks appear highly subjective.