Consumers’ inflation expectations are about double economists’. We break down the divide, noting that volatility could escalate amid uncertainty.

A new market update from Chief Market Strategist Troy Gayeski

See how the lackluster forecast for Q4 2018 earnings growth relates to recent global and macro-economic concerns.

Mortgage rates have hit a new high as housing inventory remains depressed. This week’s chart looks at why this could buoy multifamily CRE.

This week’s chart looks at market-based expectations for Fed rate cuts, which have increasingly run counter to policymakers’ intentions.

Investors have bet on a Fed pivot recently. Yet, this week’s chart looks at market-based expectations for the Fed funds rate, which have kept rising.

As the Fed begins to tighten monetary policy, our chart looks at the VIX through various Fed policies over the past 15 years.

Is a Fed rate cut on the horizon? See how recent global inflation dynamics could cause further troubles for income-oriented investors.

In this note, we attempt to measure the impact of specific industry shutdowns and outline uncertainties around knock-on effects on consumer spending, business investment and the efficacy of stimulus.