As financial conditions loosen, another hike ahead?
This week’s chart looks at why easing financial conditions—and stronger financial markets—may be problematic for the Fed.
Despite headlines, CRE fundamentals mostly healthy
Despite the significant headline risk, CRE fundamentals continue to be quite stable. This week’s chart looks at vacancy rates across property types.
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.
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.
Credit performed well after previous Fed pauses
With the Fed potentially pausing after a May rate hike, this week’s chart looks at credit returns after historical pauses in Fed rate hiking cycles.
