Inflation: Not just a U.S. problem
Inflation has spiked in not only the U.S, but around the world. Our chart looks at rising CPI readings across developed countries.
Investors expect rate hikes. They could be left waiting.
As market-based rate hike expectations jump, our chart compares rate expectations to reality.
What’s next for a rate-dependent stock market?
As value takes the top spot and growth fades, our chart looks at equity leadership changes in 2021, noting their correlation to Treasury yields.
The inflation debate grows murkier still
Treasury rates are increasingly divorced from inflation expectations. Our chart looks at the divide and what it means for fixed income investors.
Strong economic growth or low rates? Both can’t be right.
Treasury rates remain notably disconnected from economic growth expectations. Our chart looks at the divide, why portfolio flexibility remains key.
Focus on inflation likely to remain following July data
Inflation has moderated but at a high level. This week’s chart breaks down the CPI report, looks at why alternative income could remain at a premium.
