The Market in Pictures, August 26

by | Aug 26, 2022 | Blog, Charts

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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