In 2023, the Agg has seen little bounce-back
The Agg has lost steam with three consecutive monthly declines. This week’s chart tracks its monthly returns against the 10-year yield.
Rising home prices support multifamily market
Home prices are rising again, despite elevated mortgage rates. This week’s chart looks at declining home inventories and rising home prices.
Institutions remain cautious, despite market rally
Market sentiment has shifted recently, but there are still reasons for caution. This week’s chart looks at institutions’ somewhat neutral positioning.
Tech-heavy market accentuates stocks’ rich valuations
Overconcentrated and expensive? This week’s chart looks at valuations on the top 10 S&P stocks vs. the full index.
As growth turns higher, leading indicators remain flat
Markets have rallied amid better-than-expected economic data, but leading indicators show little optimism. This week’s chart looks at the growing gap.
Stock market concentration near a tipping point?
Concentration issues? This week’s chart looks at the top 10 stocks’ growing representation within the S&P 500.
