At new highs, stocks increasingly split from earnings
The S&P 500 has hit a fresh new high. Are stocks ready for a pullback? This week’s chart looks at the split between equities and earnings.
State, local budgets a hidden economic pitfall?
Looming state budget cuts could slow a post-vaccine recovery. We look back to the Global Financial Crisis to see what we can learn about tomorrow.
Election delivering a return to slow, low growth?
Stocks jumped this week, but rates’ decline points to an economic slog ahead. We look at what a slow recovery would mean for investors.
Valuations near highs – and investors expect more
Stock valuations and investor expectations have risen together over the past decade. Our chart looks at why this pattern is unlikely to continue.
Chasm between stocks and sentiment grows wider
Market activity has been divorced from investor sentiment of late. Our chart looks at the mismatch and why investors might prepare for a pullback.
Stocks prone to volatility amid uncertain recovery
Equities fell this week on the Fed’s gloomy outlook. Our chart looks at what a prolonged slow-growth economy could mean for investors.