Showing 25–30 insights out of 285 results
Chart of the week
Equity and Treasury markets agree: Expect volatility
The MOVE Index spiked from an elevated level while the VIX moved up, but from a decade-plus low.
Chart of the week
Falling equity yields predicting too rosy a scenario?
As the equity premium has declined, stocks may not be compensating investors given today’s macro risks.
Chart of the week
Recession or not, equity return backdrop is challenged
Stocks have seen strong year-to-date (YTD) returns, but high valuations portend challenges ahead as this week’s chart shows.
Chart of the week
Credit offers elevated yields, attractive valuations
High yield bonds and senior secured loans may offer attractive yields and an appealing entry point compared to stocks.
Chart of the week
Despite Fed pause, financial conditions tighten further
Despite expectations for a Fed pause, this week’s chart looks at other financial conditions, which have tightened significantly in recent months.
Chart of the week
Private markets attractive in market drawdowns?
This week’s chart looks at private markets’ relatively small declines during the past two market drawdowns compared to their public counterparts.
Showing 25–30 insights out of 285 results