A wide disconnect between investors and the Fed
Markets expect the Fed to be much less hawkish than Fed policymakers do. This week’s chart looks at how the disconnect could drive volatility.
Negative productivity complicates the Fed’s path
Though CPI moderated in July, this week’s chart looks at negative productivity trends that could exaggerate wage pressures and complicate the Fed’s job.
As investors seek quality, broadly syndicated loans wilt
As investors seek higher quality investments, this week’s chart looks at the loan market’s gradual move down in quality.
Housing challenges create opportunity in CRE?
Housing data has crumbled under rapid Fed rate hikes. This week’s chart looks at how declining housing investment may mean opportunity in CRE.
Inflation to stick with us for a while longer?
This week’s chart looks at the makeup of inflation this year, noting it has become a stickier problem in recent months.
Unrelenting inflation has exaggerated rate volatility
This week’s chart looks at daily yield changes on 2-year and 10-year Treasury yields as rate volatility in 2022 has dwarfed that of last year.
