As inflation moderates to a still-elevated level, this week's chart looks at stock-bond correlations across different inflation environments.

This week’s chart shows why a seesawing equities market could mean challenged forward-looking returns for investors.

Concentration issues? This week’s chart looks at the top 10 stocks’ growing representation within the S&P 500.

Read about the surge in stock buybacks and how it has contributed to the public equity market becoming less diversified.

Volatility has escalated this year across stock and bond markets. This week’s chart looks at daily changes in the S&P 500 and the Agg.

Looming state budget cuts could slow a post-vaccine recovery. We look back to the Global Financial Crisis to see what we can learn about tomorrow.

Average annual earnings and effective federal funds rate

Flowers are blooming, but cash may be withering on the vine

Ryan Caldwell, CIO of Chiron funds, explains why “up to 11” is the perfect metaphor for how interest rate policy is affecting portfolio construction. Plus, a roundtable discussion of recent economic events and what they could mean for investors.