Volatility escalates as yields march higher
As short-end rates march higher, this week’s chart looks at growing rate volatility from two perspectives: weekly yield changes and the MOVE Index.
Rent, labor markets continue to challenge Fed
As the Fed remains determined to temper inflation, this week’s chart looks at two stubborn inflation drivers: shelter and labor markets.
CRE rent growth has mostly outpaced inflation
Amid unrelenting inflation, this week’s chart looks at effective annual rent growth outpacing inflation across certain CRE sectors.
Global fixed income plummets as policy tightens
As policymakers reset rate expectations, this week’s chart looks at falling performance across the U.S. and Global Agg Indexes.
A wide disconnect between investors and the Fed
Markets expect the Fed to be much less hawkish than Fed policymakers do. This week’s chart looks at how the disconnect could drive volatility.
Negative productivity complicates the Fed’s path
Though CPI moderated in July, this week’s chart looks at negative productivity trends that could exaggerate wage pressures and complicate the Fed’s job.
