Showing 1421–1430 out of 1843 results
As growth turns higher, leading indicators remain flat
Markets have rallied amid better-than-expected economic data, but leading indicators show little optimism. This week’s chart looks at the growing gap.
As financial conditions loosen, another hike ahead?
This week’s chart looks at why easing financial conditions—and stronger financial markets—may be problematic for the Fed.
Stock market concentration near a tipping point?
Concentration issues? This week’s chart looks at the top 10 stocks’ growing representation within the S&P 500.
2023 has seen an extraordinarily concentrated rally
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.
Despite headlines, CRE fundamentals mostly healthy
Despite the significant headline risk, CRE fundamentals continue to be quite stable. This week’s chart looks at vacancy rates across property types.
Soft economic landing to challenge markets?
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.
Could an investor vs. Fed divide drive volatility?
This week’s chart looks at market-based expectations for Fed rate cuts, which have increasingly run counter to policymakers’ intentions.
Credit performed well after previous Fed pauses
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 trapped in (an expensive) trading range?
Stocks have spent the last year range-bound. This week’s chart looks at the challenges they may face moving materially higher.
Family offices to increase allocation to alternatives
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.
Showing 1421–1430 out of 1843 results