Fed funds rate shows no sign yet of retreating.
Could markets be due for more Fed-driven volatility ahead? This week’s chart looks at market-based Fed rate expectations, which continue to rise.
International equities reassert themselves
The current rally looks very different from the last one. This week’s chart looks at the composition of returns in 2023 vs. 2021.
A slog ahead? Leading indicators point to a downturn
Data points toward a potential slog as leading economic indicators weaken. This week’s chart looks at why markets could remain choppy.
Competing data confound markets again
Retail sales data and sentiment moved in opposite directions. This week’s chart looks at the divide, why the competing data could drive volatility.
Hawkish Fed to remain a challenge in 2023?
Markets don’t seem to believe Fed policy makers. This week’s chart looks at why market-based Fed funds rate expectations could drive volatility.
A challenging tightrope walk for the Fed gets harder
Financial conditions and markets have danced closely together this year. This week’s chart looks at why their latest move may be problematic for the Fed.