The Fed is once again faced with tough choices amid waning consumer sentiment and rising inflation. We examine key indicators to help determine if and when the U.S. may enter a recession.

This week’s chart looks at daily yield changes on 2-year and 10-year Treasury yields as rate volatility in 2022 has dwarfed that of last year.

This week’s chart looks at the makeup of inflation this year, noting it has become a stickier problem in recent months.

The cumulative effects of a worldwide pandemic, supply chain issues and geopolitical instability are helping to drive a seminal shift away from globalization.

In a market environment where it feels as if nothing is working, liquid alternatives offer valuable opportunities.

Housing data has crumbled under rapid Fed rate hikes. This week’s chart looks at how declining housing investment may mean opportunity in CRE.

Read Chief U.S. Economist Lara Rhame’s take on Q2 GDP and the debate over whether the U.S. has entered a recession.

Chief U.S. Economist Lara Rhame tackles the big recession question + her quarterly outlook.