Economists hike forecasts, but not for stocks
Forecasters turn brighter on the economy, but not stocks. This week’s chart asks whether stock investors need to curb their expectations?
Record equity inflows continue amid mixed fundamentals
Stock inflows reach a new record; are they divorced from fundamentals? This week’s chart asks if investors should reevaluate equity risk.
At new highs, stocks increasingly split from earnings
The S&P 500 has hit a fresh new high. Are stocks ready for a pullback? This week’s chart looks at the split between equities and earnings.
State, local budgets a hidden economic pitfall?
Looming state budget cuts could slow a post-vaccine recovery. We look back to the Global Financial Crisis to see what we can learn about tomorrow.
Election delivering a return to slow, low growth?
Stocks jumped this week, but rates’ decline points to an economic slog ahead. We look at what a slow recovery would mean for investors.
Valuations near highs – and investors expect more
Stock valuations and investor expectations have risen together over the past decade. Our chart looks at why this pattern is unlikely to continue.