Investor Update,Economic and Market Analysis Latest Archive
August Charts of Interest: 30-Year Bonds Make Headlines
August 20 2026 by Charles Rotblut
This month’s charts of interest starts by looking at rising yields on the 30-year Treasury bond for a second consecutive month.
August 20 2026 by Charles Rotblut
This month’s charts of interest starts by looking at rising yields on the 30-year Treasury bond for a second consecutive month.
The Stock Market at Midyear: Big Gains Fueled by Earnings Growth
July 02 2026 by Charles Rotblut
As we gear up to celebrate the U.S.’ 250th Fourth of July, the S&P 500 index is coming off its best quarterly gain in six years.
July 02 2026 by Charles Rotblut
As we gear up to celebrate the U.S.’ 250th Fourth of July, the S&P 500 index is coming off its best quarterly gain in six years.
June Charts of Interest: A New Fed Chair and Rising Rate Expectations
June 18 2026 by Charles Rotblut
This month’s charts of interest covers what’s changed in interest rates and bond yields, what it means for mortgages and the broader economy, and the shipping disruption caused by the Iran war.
June 18 2026 by Charles Rotblut
This month’s charts of interest covers what’s changed in interest rates and bond yields, what it means for mortgages and the broader economy, and the shipping disruption caused by the Iran war.
May Charts of Interest: What's Driving This Spring's Rally
May 21 2026 by Charles Rotblut
This month’s charts of interest discusses the market’s recent jump, the rise in inflation and the tightening (AI) race.
May 21 2026 by Charles Rotblut
This month’s charts of interest discusses the market’s recent jump, the rise in inflation and the tightening (AI) race.
Stocks Gone Wild and Other April Charts of Interest
April 23 2026 by Charles Rotblut
This month’s charts of interest highlight stock/bond correlations, gasoline prices and why investment expenses still matter.
April 23 2026 by Charles Rotblut
This month’s charts of interest highlight stock/bond correlations, gasoline prices and why investment expenses still matter.
What's Driving 2026 Stock Market Rotation by Size and Sector
April 09 2026 by Charles Rotblut
A look at the ongoing rotation in the stock market since the Iran war began at the end of February.
April 09 2026 by Charles Rotblut
A look at the ongoing rotation in the stock market since the Iran war began at the end of February.
March Charts of Interest: The War's Impact on the Economy and Stocks
March 19 2026 by Charles Rotblut
The effects of the Iran war have been felt immediately by consumers across the world.
March 19 2026 by Charles Rotblut
The effects of the Iran war have been felt immediately by consumers across the world.
History Shows Investors Benefit From Staying Put During Crises
March 05 2026 by Charles Rotblut
While the Iran war has led to stock market volatility, sticking with your portfolio allocation during periods of crisis has historically been the right move.
March 05 2026 by Charles Rotblut
While the Iran war has led to stock market volatility, sticking with your portfolio allocation during periods of crisis has historically been the right move.
February Charts of Interest: Is Too Much Being Spent on AI?
February 19 2026 by Charles Rotblut
This month’s charts of interest highlights opinions about the money being spent on AI and the impact that data centers are having on electricity prices.
February 19 2026 by Charles Rotblut
This month’s charts of interest highlights opinions about the money being spent on AI and the impact that data centers are having on electricity prices.
January Charts of Interest: Yields Are Falling
January 22 2026 by Charles Rotblut
This year’s first charts of interest starts with a look at the current yield environment for stocks and bonds.
January 22 2026 by Charles Rotblut
This year’s first charts of interest starts with a look at the current yield environment for stocks and bonds.
Stock Market Returns Following Streaks of Double-Digit Gains
January 15 2026 by Charles Rotblut
Large-cap stocks realized double-digit gains for a third consecutive year in 2025.
January 15 2026 by Charles Rotblut
Large-cap stocks realized double-digit gains for a third consecutive year in 2025.
December Charts of Interest: Changes Among the Interest-Rate Setters
December 18 2025 by Charles Rotblut
The future direction of monetary policy headlines this year’s final charts of interest.
December 18 2025 by Charles Rotblut
The future direction of monetary policy headlines this year’s final charts of interest.
November Charts of Interest: The S&P 500 Tends to Finish Strong
November 20 2025 by Charles Rotblut
This month’s charts of interest looks at the presents the stock market has given investors, before turning toward valuations.
November 20 2025 by Charles Rotblut
This month’s charts of interest looks at the presents the stock market has given investors, before turning toward valuations.
October Charts of Interest: Happy Birthday, Bull Market!
October 23 2025 by Charles Rotblut
This month’s charts of interest compare the current bull market to past ones and reveal a few underlying market trends.
October 23 2025 by Charles Rotblut
This month’s charts of interest compare the current bull market to past ones and reveal a few underlying market trends.
September Charts of Interest: Rate Cuts, Plus a 3,821% Investment Return
September 18 2025 by Charles Rotblut
This month’s charts of interest look at the stock market’s summer rally, portfolio allocations and where interest rates could be headed.
September 18 2025 by Charles Rotblut
This month’s charts of interest look at the stock market’s summer rally, portfolio allocations and where interest rates could be headed.
August Charts of Interest: Valuations at Dot-Com Bubble Levels
August 21 2025 by Charles Rotblut
This month’s charts of interest start with a look at valuations for the S&P 500 index, which are at their highest in a quarter-century.
August 21 2025 by Charles Rotblut
This month’s charts of interest start with a look at valuations for the S&P 500 index, which are at their highest in a quarter-century.
July Charts of Interest: Tech Stocks Are Pricey vs. Other Large Caps
July 24 2025 by Charles Rotblut
This month’s charts reveal high stock valuations, larger equity allocations in retirement plans and reasons for small stock underperformance.
July 24 2025 by Charles Rotblut
This month’s charts reveal high stock valuations, larger equity allocations in retirement plans and reasons for small stock underperformance.
Combining Indicators to Better Assess the Market's Mood
July 10 2025 by Charles Rotblut
Forming a broad mosaic with indicators is important for determining the market’s current mood and whether it is showing signs of potentially changing.
July 10 2025 by Charles Rotblut
Forming a broad mosaic with indicators is important for determining the market’s current mood and whether it is showing signs of potentially changing.
The State of the U.S. Financial Markets as of Midyear 2025
July 03 2025 by Charles Rotblut
As of the end of June, this year has been a tale of two quarters for the stock market.
July 03 2025 by Charles Rotblut
As of the end of June, this year has been a tale of two quarters for the stock market.
June Charts of Interest: Tariffs Are Driving Prices Bananas
June 19 2025 by Charles Rotblut
This month’s charts illustrate tariff effects, the status of inflation, stock-bond correlation and how the market has responded to geopolitical shocks like the Israel-Iran conflict.
June 19 2025 by Charles Rotblut
This month’s charts illustrate tariff effects, the status of inflation, stock-bond correlation and how the market has responded to geopolitical shocks like the Israel-Iran conflict.
May Charts of Interest: The Impact Tariffs Are Already Having
May 22 2025 by Charles Rotblut
This month’s charts illustrate the effects tariffs are having from different perspectives.
May 22 2025 by Charles Rotblut
This month’s charts illustrate the effects tariffs are having from different perspectives.
Flat but Furious: The S&P 500's Volatile Start to 2025
May 15 2025 by Charles Rotblut
As of mid-May, 2025 is already the fourth most volatile of the past 10 years based on the number of days the S&P 500 has closed with a gain or loss of 2% or more.
May 15 2025 by Charles Rotblut
As of mid-May, 2025 is already the fourth most volatile of the past 10 years based on the number of days the S&P 500 has closed with a gain or loss of 2% or more.
April Charts of Interest: The Bond Market Gets Jittery
April 24 2025 by Charles Rotblut
This month’s charts cover the bond market, inflation expectations, the housing market and more.
April 24 2025 by Charles Rotblut
This month’s charts cover the bond market, inflation expectations, the housing market and more.
March Charts of Interest: A Buying Opportunity?
March 20 2025 by Charles Rotblut
This month’s charts of interest provide some insights you are likely not seeing in the headlines about the current market environment.
March 20 2025 by Charles Rotblut
This month’s charts of interest provide some insights you are likely not seeing in the headlines about the current market environment.
Investing for the Long Term Despite Tariff-Driven Volatility
March 13 2025 by Charles Rotblut
The latest round of stock market volatility is being caused in large part by the uncertainty regarding tariffs.
March 13 2025 by Charles Rotblut
The latest round of stock market volatility is being caused in large part by the uncertainty regarding tariffs.
February Charts of Interest: Tariffs, Uncertainty, Eggs and More
February 20 2025 by Charles Rotblut
The February 2025 charts of interest show less growth stocks and more value stocks, the length of the bond market slump and more.
February 20 2025 by Charles Rotblut
The February 2025 charts of interest show less growth stocks and more value stocks, the length of the bond market slump and more.
How Tariffs Could Affect U.S. Individual Investors
February 06 2025 by Charles Rotblut
The risks of trade wars occurring have increased recently. What you need to know.
February 06 2025 by Charles Rotblut
The risks of trade wars occurring have increased recently. What you need to know.
What Investors Should Know From Monday's AI Sell-Off
January 30 2025 by Charles Rotblut
Monday’s news that Chinese artificial intelligence (AI) start-up DeepSeek has matched the capabilities of leading American AI models sent shockwaves through certain sectors and industries.
January 30 2025 by Charles Rotblut
Monday’s news that Chinese artificial intelligence (AI) start-up DeepSeek has matched the capabilities of leading American AI models sent shockwaves through certain sectors and industries.
January Charts of Interest: Presidential Stock Market Scorecard
January 23 2025 by Charles Rotblut
The January charts of interest look at how markets fared under presidents from different political parties.
January 23 2025 by Charles Rotblut
The January charts of interest look at how markets fared under presidents from different political parties.
Where Market Indicators Stand as We Start 2025
January 16 2025 by Charles Rotblut
A look at various market indicators to give you a sense of where we are at as 2025 is still in its infancy.
January 16 2025 by Charles Rotblut
A look at various market indicators to give you a sense of where we are at as 2025 is still in its infancy.
Stock Market History After Back-to-Back 20% Gains
January 09 2025 by Charles Rotblut
What to expect in 2025 after two consecutive years with annual gains of more than 20%.
January 09 2025 by Charles Rotblut
What to expect in 2025 after two consecutive years with annual gains of more than 20%.
2024's Most-Read Investor Updates: High Yields and Buying on Dips
January 02 2025 by Charles Rotblut
Topics that got the most attention in 2024 ranged from double-digit dividend yields to retirement planning and family caregiving.
January 02 2025 by Charles Rotblut
Topics that got the most attention in 2024 ranged from double-digit dividend yields to retirement planning and family caregiving.
December Charts of Interest: A Small-Cap Resurgence?
December 19 2024 by Charles Rotblut
The December charts of interest offers an updated look at market momentum, valuations and inflation.
December 19 2024 by Charles Rotblut
The December charts of interest offers an updated look at market momentum, valuations and inflation.
November Charts of Interest: The S&P 500 Returns Under Republican Control
November 21 2024 by Charles Rotblut
A look at how the market and consumer outlook have shifted since the presidential election, plus how high growth stocks fare over time.
November 21 2024 by Charles Rotblut
A look at how the market and consumer outlook have shifted since the presidential election, plus how high growth stocks fare over time.
October Charts of Interest: Happy Second Birthday, Bull Market
October 17 2024 by Charles Rotblut
October 2024 charts of interest cover the bull market, Social Security COLA, the rising age dependency ratio and delays at TreasuryDirect.
October 17 2024 by Charles Rotblut
October 2024 charts of interest cover the bull market, Social Security COLA, the rising age dependency ratio and delays at TreasuryDirect.
September Charts of Interest: Rate Cut Edition
September 19 2024 by Charles Rotblut
Possible effect of the first cut in interest rates in four years.
September 19 2024 by Charles Rotblut
Possible effect of the first cut in interest rates in four years.
Excess CAPE Yield Low Ahead of Potential Interest Rate Cut
September 12 2024 by Charles Rotblut
With the probability of an interest rate cut occurring next week, I revisit a stock market valuation measure that adjusts for interest rates: The excess CAPE yield.
September 12 2024 by Charles Rotblut
With the probability of an interest rate cut occurring next week, I revisit a stock market valuation measure that adjusts for interest rates: The excess CAPE yield.
August Charts of Interest: A Key Indicator Now Suggests No Recession
August 22 2024 by Charles Rotblut
The August charts of interest give updated views on the economy and the stock market.
August 22 2024 by Charles Rotblut
The August charts of interest give updated views on the economy and the stock market.
July Charts of Interest: The Small-Cap Stock Resurgence
July 25 2024 by Charles Rotblut
The July charts of interest show the recent growth in small caps.
July 25 2024 by Charles Rotblut
The July charts of interest show the recent growth in small caps.
June Charts of Interest: High Concentration Is Covering Market Undercurrents
June 20 2024 by Charles Rotblut
The June charts of interest cover the latest market moves.
June 20 2024 by Charles Rotblut
The June charts of interest cover the latest market moves.
May Charts of Interest: Buybacks Are Rising
May 16 2024 by Charles Rotblut
May charts of interest covers increases across the board in buybacks, individual investors’ wealth and housing prices.
May 16 2024 by Charles Rotblut
May charts of interest covers increases across the board in buybacks, individual investors’ wealth and housing prices.
April Charts of Interest: The S&P 500's Streak Ends
April 18 2024 by Charles Rotblut
April charts of interest about the latest market moves.
April 18 2024 by Charles Rotblut
April charts of interest about the latest market moves.
March Charts of Interest: The Equal-Weight S&P 500's Unusual Underperformance
March 21 2024 by Charles Rotblut
March charts of interest cover the S&P 500 index and its variations.
March 21 2024 by Charles Rotblut
March charts of interest cover the S&P 500 index and its variations.
February Charts of Interest: The Impacts of Inflation and Interest Rates
February 22 2024 by Charles Rotblut
The February charts of interest covers how inflation is impacting consumers.
February 22 2024 by Charles Rotblut
The February charts of interest covers how inflation is impacting consumers.
Putting Money Into the Market, the Fed and the January Barometer
February 01 2024 by Charles Rotblut
Answering the age-old question: “Is now a good time to invest?”
February 01 2024 by Charles Rotblut
Answering the age-old question: “Is now a good time to invest?”
January Charts of Interest: Quality Boosts Returns
January 18 2024 by Charles Rotblut
January charts of interest look at how important financial quality is for investments.
January 18 2024 by Charles Rotblut
January charts of interest look at how important financial quality is for investments.
Where Market Indicators Stand as We Start 2024
January 04 2024 by Charles Rotblut
Looking at the potential of the 2024 market.
January 04 2024 by Charles Rotblut
Looking at the potential of the 2024 market.
December Charts of Interest: Stocks Are Overbought
December 21 2023 by Charles Rotblut
December charts of interest cover the latest in stock market movements.
December 21 2023 by Charles Rotblut
December charts of interest cover the latest in stock market movements.
November Charts of Interest: Small-Cap Pain
November 16 2023 by Charles Rotblut
This month’s charts of interest cover small caps, earnings and bonds.
November 16 2023 by Charles Rotblut
This month’s charts of interest cover small caps, earnings and bonds.
October Charts of Interest: Soaring Bond Yields and Falling Bond Prices
October 19 2023 by Charles Rotblut
This month’s charts of interest cover bond yields and prices.
October 19 2023 by Charles Rotblut
This month’s charts of interest cover bond yields and prices.
September Charts of Interest: Some Stocks Stay Expensive
September 21 2023 by Charles Rotblut
September charts of interest cover highly valued stocks.
September 21 2023 by Charles Rotblut
September charts of interest cover highly valued stocks.
August Charts of Interest: More Costly to Finance Big Purchases
August 24 2023 by Charles Rotblut
This month’s charts of interest cover cost increases on large purchases.
August 24 2023 by Charles Rotblut
This month’s charts of interest cover cost increases on large purchases.
July Charts of Interest: The Magnificent Seven
July 20 2023 by Charles Rotblut
This month’s charts of interest covers divergences currently occurring in the market.
July 20 2023 by Charles Rotblut
This month’s charts of interest covers divergences currently occurring in the market.
June Charts of Interest: Are Happy Days Here Again?
June 22 2023 by Charles Rotblut
The S&P 500 index entered a new bull market on June 8, 2023. So not surprisingly, I'm going to start this month's charts of interest by addressing the question of what happens next.
June 22 2023 by Charles Rotblut
The S&P 500 index entered a new bull market on June 8, 2023. So not surprisingly, I'm going to start this month's charts of interest by addressing the question of what happens next.
Optimism Among Individual Investors Was Historically Low Last Year
January 12 2023 by Charles Rotblut
January 12 2023 by Charles Rotblut