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.
Could an investor vs. Fed divide drive volatility?
This week’s chart looks at market-based expectations for Fed rate cuts, which have increasingly run counter to policymakers’ intentions.
Treasury volatility hits 2008 levels amid macro pressures
Expected Treasury volatility spiked over the past week. This week’s chart looks at the MOVE Index, which rose to its highest point since 2008.
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.
Rates are higher. And significantly more volatile.
As rates have risen, so has rate volatility. This week’s chart looks at the daily changes in the two-year Treasury yield over the past 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.