This week’s indicator looks at how different asset classes tend to perform depending on whether inflation is running hot or cool. By comparing inflation to its five-year trend, it offers a clearer picture of which environments have historically favored stocks, bonds, cash, or commodities.
Investors may seem overly optimistic, but context matters—easy financial conditions can make even high sentiment less dangerous. This week’s indicator blends emotion with environment, giving us a clearer view of whether sentiment is truly stretched or just seems that way.
Is the stock market actually expensive—or just pricier than we’re used to? This week’s indicator puts stocks and bonds head-to-head to give us a clearer view of relative value.
Stocks or bonds? It’s a question every investor wrestles with sooner or later. Check out this week’s indicator, where the battle of the benchmarks is heating up—and a new signal could tilt the field.
Investor surveys tell us what people say—but this week’s featured indicator looks at what they do with their money. With 80% of our positioning signals flashing bullish, history suggests that widespread caution may be setting the stage for further gains.
Check out this week’s indicator, which tracks the tug-of-war between economic growth and interest rates and acts like a pressure gauge for inflation. Which side is winning can reveal a lot about where prices might be headed next.