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Charts That Caught Our Attention: Economy In Focus

 

The market continues to move in extremes while the Fed maintains stability in messaging.

 

 

The continuous repricing of Fed Funds throughout 2024

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Source: Smith Capital Investors, Bloomberg (8/15/2024) 

 

 

2’s have moved nearly 100bps six times since 2023

Source: Smith Capital Investors, Bloomberg (8/15/2024) 

2yr U.S. Treasury Yield = USGGR2YR Index

 

Fed vs. Market

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Source: The Federal Reserve Board, Bloomberg (6/12/2024)

 

 

 

 

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