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Yields decline despite rising inflationary pressures

As inflation rises, longer-term yields have declined. This week’s chart looks at the yield curve as the hunt for yield gets harder.

Growth tops value (again) as rates fall

There’s been no standout growth-value winner in 2021. This week’s chart looks at market leadership and emphasizes why flexibility has been important.

With rate hikes none or one, income to remain elusive

Income could be hard to find for the foreseeable future. This week’s chart looks at market-based expectations for rate hikes through Dec. 2022.

The race for space: analyzing the red-hot housing market

With home price growth at its highest level since 2004, we break down key supply and demand drivers and look ahead to what’s next.

Analyzing the red-hot housing market

Members of the Investment Research team gather to discuss the state of the housing market.

Energy market commentary: July 2021

Capital discipline today could set up energy producers for solid cash flow in the future.

Credit market commentary: July 2021

Declining long-term rates have begun to shift the technical picture in credit markets, which bear monitoring going forward.
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