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This edition of Macro Trends looks at how macroeconomic signals are showing up in equity markets today. The charts explore the relationship between financial conditions growth labor inflation and yield curve dynamics and forward equity returns. Together they highlight where macro signals have been most consistent over time and where they offer useful context for positioning and risk assessment across equity styles.
This special edition chart pack gives a clear visual view of global markets in 2025, highlighting key moves across assets, sectors, commodities, equities, the Magnificent Seven, and the US dollar as investors look ahead to 2026.
