Could quantitative tightening drive volatility higher?
As the Fed begins to tighten monetary policy, our chart looks at the VIX through various Fed policies over the past 15 years.
After Fed liftoff, fundamentals take center stage
As the Fed commences a new round of rate hikes, our chart looks at maximum compression in price/earnings (P/E) ratios amid historical rate hike cycles.
Diverging economic forecasts as rate hikes begin?
The Fed liftoff took place as market drivers compete. This week’s chart looks at two as investors manage through an uncertain environment.
Inflation wreaks havoc on traditional assets
Amid another record CPI print, this week’s chart looks at the S&P 500 and the Agg’s historical returns during periods of elevated inflation.
Rates gyrate amid competing market drivers
Treasury yields see significant daily swings. This week’s chart looks at what they could be saying about the forward-looking investment environment.
Balance returning after a decade of U.S. outperformance?
The investment opportunity set has changed in 2022. This week’s chart looks at signs of balance between U.S. and international stocks.