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As yields decline, so does cash’s appeal

Money market assets keep growing despite yields declining. This week’s chart looks at the diverging trends as cash may be losing its luster.

As small caps return to favor, quality remains a concern

Markets have turned risk-on since the election, as investors again embrace small caps. But 43% of Russell 2000 companies generate negative earnings.

As short-term rates spike, long-term rates fall further

Benchmark rates have fallen as inflation jumps, highlighting an unexpected relationship. Our chart looks at the changing yield curve this year.

As rates rise, duration moves to the forefront

Investment grade bonds’ yield and lengthening duration over time

As rates reverse, a growth renaissance?

As rates plunged in March, growth stocks spiked. This week’s chart looks at the ever-shifting changing growth-value dynamics in recent years.

As rate concerns fade, so does investor interest in loans

See how investor interest in high yield bonds and senior secured loans has shifted in what’s now a firmly accommodative environment.

As private credit grows, underwriting standards remain healthy

Lenders requiring more equity and less leverage, suggesting healthy private credit lending standards.

As market cheers, policymakers see rising risks

All rise? Rate cut expectations, stocks and the FOMC’s projection of economic risks are all increasing. See how they’re connected and what this could signal for investors.

As long rates surge, the spotlight shines on duration

Treasury rates’ rise this week again placed duration front and center. We look at how rising rates might help certain fixed income sectors.
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