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Inflation wreaks havoc on traditional assets

Amid another record CPI print, this week’s chart looks at the S&P 500 and the Agg’s historical returns during periods of elevated inflation.

Credit market commentary: February 2022

January’s volatility spilled into February with most major asset classes posting another monthly decline. Continuing concerns over inflation, interest rate volatility and the impending Fed tightening cycle weighed on markets to start the month before focus shifted squarely to geopolitical tensions.

Diverging economic forecasts as rate hikes begin?

The Fed liftoff took place as market drivers compete. This week’s chart looks at two as investors manage through an uncertain environment.

Rate hikes begin: Earnings to chart the course for equities?

Our research team offers guideposts for equity investors.

Don’t fight the Fed…high five the Fed!

A new market update from Chief Market Strategist Troy Gayeski

Charted territory: Rate hike playbook

Our research team analyzes the impacts of rate hike cycles on markets to help prepare investors for what’s to come.
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