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Strong jobs data pose latest challenge to the Fed

With all eyes on jobs, this week’s chart looks at the scale of the Fed’s inflation challenge as employment figures have barely budged this year.

Strong economic growth or low rates? Both can’t be right.

Treasury rates remain notably disconnected from economic growth expectations. Our chart looks at the divide, why portfolio flexibility remains key.

Strong economic growth but rising risks in 2018

Sustained above-trend growth raises the risk of meaningfully higher volatility, something which has already caught investors by surprise in 2018. What factors are causing positive momentum and are they set to continue?

Strong earnings growth a potential yellow light to the markets?

S&P 500 Index annual returns based on prior year's earnings growth

Strong dollar costs stocks

This week’s chart looks at how recent dollar strength could test an already-challenged equity market.

Stocks’ path higher in 2021 has been rocky

Equities’ rise this year has been choppy as investors confront new challenges. Our chart looks at stocks’ path and why flexibility remains important.

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.

Stocks soar but income challenges persist

Is relief in sight on the income challenge? Not if you’re counting on traditional sources. This week’s chart shows why alternative sources may be needed.
Showing 181–190 out of 1843 results

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