Rising free cash flow margins have been the principal driver of stellar equity returns. In this report, we apply a quantitative lens to margin expansion and examine the ramifications of a trend reversal for markets.

After a down decade, international stocks are showing signs of life again. This week’s chart looks at international stocks’ recent outperformance.

We chat with Eric Stetson of FourBlock on evaluating past experience, finding your calling and building your personal brand.

Retail sales data and sentiment moved in opposite directions. This week’s chart looks at the divide, why the competing data could drive volatility.

As we enter 2023, credit faces crosscurrents. Fundamentals remain strong but economic growth is likely slowing. We assess what this means for markets in our Q1 outlook.

A wide divergence between buyer and seller expectations sets up an uncertain beginning to 2023 for the CRE market.

Research experts Kara O’Halloran and Andrew Korz gather to analyze possible economic scenarios for 2023.

Data points toward a potential slog as leading economic indicators weaken. This week’s chart looks at why markets could remain choppy.