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Fed funds rate shows no sign yet of retreating.

Could markets be due for more Fed-driven volatility ahead? This week’s chart looks at market-based Fed rate expectations, which continue to rise.

U.S. equities: Between a rock and a hard landing

Despite the strong start to the year, equities remain stuck between the risk of further policy tightening and a painful decline in profit margins.

Rates are higher. And significantly more volatile.

As rates have risen, so has rate volatility. This week’s chart looks at the daily changes in the two-year Treasury yield over the past year.

Head to Head: A conversation with Top Advisor, Cheryl Young

Co-Heads of Distribution Kirsten Pickens and Ryan Robertson share their conversation with Cheryl Young, Private Advisor at Rockefeller Global Family Office.

The more things change, the more they remain the same during bear markets

New strategy note from Chief Market Strategist Troy Gayeski

Amid recent market retreat, return expectations plunge.

Have bears taken over the market? This week’s chart looks at the roller-coaster ride for investor sentiment this year.

An income-centric market as CRE price growth falters?

Rising cap rates have challenged the economics for CRE property owners. But CRE debt has become increasingly attractive, as this week’s chart shows.

Market Madness 2023

Sit courtside as the Investment Research team evaluates their top picks for the most impactful market event of Q2
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