Inflation and economy explained: Yahoo Finance Chartbook

Inflation and economy explained: Yahoo Finance Chartbook

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Yahoo Finance's lates Chartbook contains thirty-three charts from experts across the industry to start 2024. Yahoo Finance caught up with several of the experts to break down the story of the markets and the economy right now.

Yahoo Finance Reporter Josh Schafer discusses Capital Economics Deputy Chief Economist Andrew Hunter's inflation chart, comparing core PCE year over year to annualized six-month percentage change.

eToro US Investment Analyst Callie Cox brings in her chart of large vs. small cap ETFs in the stock market, where small caps are struggling to keep up, saying "As economic data improves...I expect small caps to catch up."

Charles Schwab Chief Investment Strategist Liz Ann Sonders' chart focuses on the correlation between the S&P 500 and 10-year treasury yields, urging investors to look for opportunities in a variety of investments.

Sahm Consulting Founder Claudia Sahm breaks down the "Sahm Rule", a recession indicator. Sahm said, "I'm very happy to report...we are not in a recession."

Josh Schafer explains why the economy is tightening, using Deutsche Bank Securities Chief US Economist and Head of US Economic Research Matthew Luzzetti's chart on the real federal-funds rate.

Video highlights:

00:00:04 - Yahoo Finance's Myles Udland, Seana Smith, and Josh Schafer introduce the new Chartbook

00:00:37 - Josh Schafer breaks down inflation falling below the Fed's target rate

00:01:01 - eToro US Investment Analyst Callie Cox

00:01:24 - Charles Schwab Chief Investment Strategist Liz Ann Sonders

00:01:58 - Sahm Consulting Founder Claudia Sahm

00:02:35 - Josh Schafer talks potential rate cuts