Rising U.S. equity market concentration has played a key role in the stellar stock market returns over the first five months of 2023. Looking ahead, high concentration could present a perplexing and challenging market environment for investors.

This week’s chart looks at the massive divide between year-to-date returns on the Big 7 tech stocks and the rest of the S&P 500.

Retail sales data and sentiment moved in opposite directions. This week’s chart looks at the divide, why the competing data could drive volatility.

Soaring commodity prices have stoked the inflation debate. Our chart looks at price inflation and suggests one takeaway could be higher volatility.

CRE prices have risen in the past year despite the pandemic. This week’s chart looks at why and asks what it means for the next cycle.

Are Fed rate cuts reinvigorating the U.S. housing market? This week’s chart highlights recently renewed confidence in the multifamily market.

See what factors have driven an increase in commercial real estate prices – across all sectors – and how the CRE market may develop going forward.

Is the easing of monetary policy spurring new housing construction? This week’s chart explores the connection and its potential impact on real estate investment.