Economic growth slows toward a sustainable pace?
This week’s chart explains why weaker-than-expected Q3 forecasts shouldn’t stoke recession fears, but may spur reconsideration of income and growth sources.

Firming inflation data muddies the Fed’s path forward
Are investors’ rate cut expectations too high? This week’s chart explains what’s pulling the markets and the Fed in different directions, which could stoke volatility.

As global yields fall, the U.S. advantage continues
This week’s chart looks at falling global bond yields – including the 30-year U.S. Treasury’s first ever dip below 2% – and the challenge they present for investors.

Declining U.S. Treasury yields signal slower growth
Bad news for income-oriented investors? See how fast and far U.S. Treasury yields have declined in a single month in this week’s chart.

Projections of long-run Fed funds rate are declining
Get our review of market reactions to the Fed’s 25 bps rate cut this week and the likely upshot of the Fed’s downtrending rate forecast.

As market cheers, policymakers see rising risks
All rise? Rate cut expectations, stocks and the FOMC’s projection of economic risks are all increasing. See how they’re connected and what this could signal for investors.
