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.
Suburban dominance grows amid evolving CRE market
CRE prices have rallied, yet the urban-suburban divide has grown. This week’s chart looks at the widening gap throughout the pandemic.
For core fixed income, a difficult run gets worse
Long-duration fixed income has had a tough start to the year. This week’s chart looks at its declining monthly returns as rates have risen.