Charlie Bilello’s 15 Charts for the First Half of 2021

Welcome to the first installment of YCharts’ newest series, “5 Charts to Show Your Clients” with Charlie Bilello, Founder and CEO of Compound Capital Advisors. Each month, we’ll sit down with Charlie to discuss approximately five visuals that illustrate current market trends, are great to share with clients, and were all created using YCharts. (Next … Continued

2008 vs. 2020: What Happens When the Federal Funds Rate is 0%?

During each of the fourteen Federal Open Market Committee meetings from March 2020 through June 2021, Chair Jerome Powell and committee members have decided to leave the federal funds rate unchanged, at a target range of 0% to 0.25%.  With inflation on the rise and unemployment falling, the Fed instead revealed their plan to increase … Continued

Your Complete Guide to Sector Rotation

As the economy expands and contracts, so do the financial performances of companies across the 11 stock sectors. When the outlook is positive, economically sensitive companies perform better, prompting investors to buy their shares. If the outlook turns sour, investors may sell out of those companies and swap into ones that can better weather economic … Continued

One Year Since the COVID Crash: How Far We’ve Come

It’s been one full year since the stock market crash on March 23rd, 2020, and a few months more since the novel coronavirus, COVID-19, was first identified. Little did we know how much the world, our daily habits, and our portfolios, would be changed. Here, we reflect on the past year through data and visuals … Continued

Monthly Market Wrap: February 2021

Welcome back to the Monthly Market Wrap from YCharts, where we break down the most important market trends for advisors and their clients every month. As always, feel free to download and share any visuals with clients and colleagues, or on social media. Want the Monthly Market Wrap sent straight to your inbox? Subscribe below: … Continued

Monthly Market Wrap-up: November 2020

YCharts welcomes you to the latest edition of our Monthly Market Wrap-up, where we break down the most important market trends for advisors and their clients every month. Feel free to spread the love and forward to a friend or colleague! To start receiving YCharts’ Monthly Market Wrap-up straight to your inbox, subscribe below: This … Continued

Economic Update — Reviewing Q2 2020

The first quarter of 2020 was one of the worst on record for the US stock market, but the second quarter proved to be one of the best. In Q2, the S&P 500 was up 20.5%, the Dow climbed 18.5%, and Nasdaq Composite gained a staggering 30.9% on a total return basis. After the market’s … Continued

Charting Through the Coronavirus Crisis with Ben Carlson

Ben Carlson, Director of Institutional Asset Management at Ritholtz Wealth Management and co-host of the extremely popular Animal Spirits podcast joined YCharts to break down charts and other visuals that explain how coronavirus is impacting global economies, the stock and bond markets and investors around the world. With Caleb Eplett, VP of Product Management at … Continued

Charts of the Decade: Looking Back on the 2010s

The end of the year, and now the end of the decade, provide an opportunity to look inward and reflect on our successes and failures, think critically about where we went wrong, and make resolutions to be better versions of ourselves going forward. But that sounds like a lot of work. Instead, we at YCharts … Continued