Soft economic landing to challenge markets?
This week’s chart looks at recent forecasts for economic growth and inflation and why markets could be forced to muddle through a soft landing.

2023 has seen an extraordinarily concentrated rally
Stocks have rallied in 2023. But this week’s chart looks at the massive divide between returns on the Big 6 tech stocks and the rest of the S&P 500.

Stocks trapped in (an expensive) trading range?
Stocks have spent the last year range-bound. This week’s chart looks at the challenges they may face moving materially higher.

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.

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.
