Chart of the week

This week’s chart looks at recent forecasts for economic growth and inflation and why markets could be forced to muddle through a soft landing.

This week’s chart looks at market-based expectations for Fed rate cuts, which have increasingly run counter to policymakers’ intentions.

Stocks have rallied in 2023. But this week’s chart looks at the massive divide between returns on the Big 6 tech stocks and the rest of the S&P 500.

With the Fed potentially pausing after a May rate hike, this week’s chart looks at credit returns after historical pauses in Fed rate hiking cycles.

Stocks have spent the last year range-bound. This week’s chart looks at the challenges they may face moving materially higher.

This week’s chart looks at institution’s growing interest in alts; they expect to grow allocations to real estate, private debt and private equity.