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High yield attractive amid elevated yields?

High yield bonds offer attractive income and a potentially good entry point. This week’s chart looks at high yield bond yields and spreads over time.

Rising home prices support multifamily market

Home prices are rising again, despite elevated mortgage rates. This week’s chart looks at declining home inventories and rising home prices.

Institutions remain cautious, despite market rally

Market sentiment has shifted recently, but there are still reasons for caution. This week’s chart looks at institutions’ somewhat neutral positioning.

Investor demand for private assets remains robust

As investment opportunities shift, this week’s chart looks at institutions' historical fundraising across private markets.

Credit attractive compared to expensive stocks?

Stocks remain expensive and credit markets may offer an attractive alternative. This week’s chart looks at diverging valuations over time.

Tech-heavy market accentuates stocks’ rich valuations

Overconcentrated and expensive? This week’s chart looks at valuations on the top 10 S&P stocks vs. the full index.

As growth turns higher, leading indicators remain flat

Markets have rallied amid better-than-expected economic data, but leading indicators show little optimism. This week’s chart looks at the growing gap.

As financial conditions loosen, another hike ahead?

This week’s chart looks at why easing financial conditions—and stronger financial markets—may be problematic for the Fed.

Stock market concentration near a tipping point?

Concentration issues? This week’s chart looks at the top 10 stocks’ growing representation within the S&P 500.

2023 has seen an extraordinarily concentrated rally

Stocks have rallied in 2023. But this week’s chart looks at the massive divide between returns on the Big 6 tech stocks and the rest of the S&P 500.
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