Chart of the week

Showing 1–6 insights out of 105 results
Mar 7, 2025
By Research
2 minute read
Chart of the week

Middle market resilience amid trade uncertainty?

The private U.S. middle market may represent a compelling opportunity as companies in this sector face less disruption from global supply chains.

Column chart showing the percentage of foreign revenues among S&P 500 companies (34%) and private U.S. middle market firms (16%), compared to exports as a percentage of U.S. gross domestic product (11%). Because U.S. middle market companies operate mostly within the confines of the U.S., they may represent an attractive opportunity as trade volatility whipsaws the S&P 500.
Feb 28, 2025
By Research
2 minute read
Chart of the week

As Treasury yields rise, so has stock-bond correlation

Stock-bond correlation sits at a 75-year high today as the era of easy diversification may be over amid a higher-for-longer rate environment.

Line chart showing the 30-day rolling correlation between the S&P 500 and the Bloomberg U.S. Aggregate Bond Index, paired with the 10-year Treasury yield, as stock-bond correlations have moved in tandem over the past year. Over a longer period, the rolling 3-year correlation between stocks and bonds began to spike in early 2002, as the Fed began to aggressively hike rates, and today sits at a 75-year high of 0.67
Feb 13, 2025
By Research
2 minute read
Chart of the week

Public market sentiment cools as challenges mount

Individual and professional investors have grown notably more bearish in February. The U.S. middle market may represent a reason to be bullish.

Line chart showing the increasingly bearish sentiment among retail investors (orange line) as a range of market challenges mount. The 10-year Treasury yield 10-year Treasury yield (black line) has risen meaningfully as investors expect rates to remain higher-for-longer. Investors cite elevated valuations and the political environment as other notable challenges.
Jan 17, 2025
By Research
2 minute read
Chart of the week

As rates climb, 60/40 portfolio has lost steam

Expectations for a higher-for-longer rate environment have challenged equity and core fixed income markets, as this week’s chart highlights.

Jan 10, 2025
By Research
2 minute read
Chart of the week

Middle market optimism reaches new heights

Middle market business leaders’ economic optimism reached an all-time high in Q4 2024, even as potential uncertainty edged up.

Line chart tracking optimism and uncertainty among global middle market business leaders since 2020. Over the past two years, middle market leaders’ optimism has grown from 60% to 76% as of Q4 2024. Uncertainty has trended modestly lower until the past quarter as leaders acknowledge the additional uncertainties a new U.S. administration could bring.
Dec 20, 2024
By Research
2 minute read
Chart of the week

Investor sentiment outpacing earnings?

Investor sentiment has raced to all-time highs. Could investors be overlooking potential volatility drivers, including moderating earnings forecasts?

Line chart contrasting the S&P 500’s relatively straight path higher this year with earnings forecasts for 2025, which have clearly decelerated during recent months.
Showing 1–6 insights out of 105 results

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