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.
International equities reassert themselves
The current rally looks very different from the last one. This week’s chart looks at the composition of returns in 2023 vs. 2021.
Credit has never had consecutive negative annual returns
Are credit markets poised for a bounce back? They have never seen two consecutive down years. This week’s chart looks at historical credit returns.
A slog ahead? Leading indicators point to a downturn
Data points toward a potential slog as leading economic indicators weaken. This week’s chart looks at why markets could remain choppy.
Competing data confound markets again
Retail sales data and sentiment moved in opposite directions. This week’s chart looks at the divide, why the competing data could drive volatility.
Regime shift in equity markets?
After a down decade, international stocks are showing signs of life again. This week’s chart looks at international stocks’ recent outperformance.
