Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and the way they fill the puzzle of evidence:
Dave: Where will Fed Funds and CPI intersect?
JL: and will the 10 year bond again give us clues to when the hiking cycle may end?
Data as of 08.22.2022
JL: Either way, global central banks have a long way to go to get in gear with traditional rate policy
Data as of 08.16.2022
JL: The real rates market is starting to factor in hikes for longer
Data as of 08.22.2022
JL: …as investors push out expectations of when inflation can approach the Fed’s stated 2% inflation target
Source: Strategas 08.18.2022
Brad: The international bear market vs. US stocks is now 15 years
JL: …and these periods of relative performance have historically run in cycles
Data as of 08.24.2022
Joseph: Energy stocks have been a zig to the market’s zag in recent years
Source: Strategas as of 08.22.2022
JL: It may not feel that way but equity volatility has been relatively tame compared to bonds and currencies
Source: Bianco as of 08.22.2022
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