Yield Curve Analysis
This week’s data reflects a continuing normalization trend, but with a slight bias toward bear flattening. Yields on the long […]
10-yr
S&P 500, Rates, ERP & Growth
A Macro Framework for Understanding Equity Returns What Drives Equity Returns? Total equity returns can be approximated as the sum
Weekly Macro Dashboard
April 30, 2026 | 08:57 ET RISK PREMIUM COMPRESSION ERP compression *Fed policy rate probabilities are generated by a proprietary
