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Where do you go for growth: Part two

A new strategy note from Chief Market Strategist Troy Gayeski

In 2023, the Agg has seen little bounce-back

The Agg has lost steam with three consecutive monthly declines. This week’s chart tracks its monthly returns against the 10-year yield.

Q2 2023 3D Report: Do LEIs lie?

Are leading economic indicators sending false signals? If not, then Houston we have a problem.

Macro matters: The great global policy divergence

Stay up to date on the latest moves from major central banks across the world.

FireSide: Q3 2023 Research roundtable—Rethink what you know

The Investment Research team offers their outlooks for macro, credit markets and commercial real estate.

Rising home prices support multifamily market

Home prices are rising again, despite elevated mortgage rates. This week’s chart looks at declining home inventories and rising home prices.

Institutions remain cautious, despite market rally

Market sentiment has shifted recently, but there are still reasons for caution. This week’s chart looks at institutions’ somewhat neutral positioning.

Macro matters: Hot summer / Cooling CPI

In the midst of record-breaking heat, markets are breathing a collective sigh of relief as inflation finally shows widespread cooling.
Showing 151–160 out of 1011 results

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