Charted | Does the Sahm Rule Point to a U.S. Recession? 📉

Presented by: Morningstar

>> Uncover the factors linked to higher investor engagement

FEATURED STORY
Does the Sahm Rule Point to a U.S. Recession?

The Sahm Rule was triggered in July, but it may be overstating U.S. recession risk due to today's unique job market dynamics.

>> View more

View the Chart

PRESENTED BY MORNINGSTAR
The Insights You Need to Personalize Investor Conversations

Some clients are more engaged than others. One investor might review their investment goals every quarter, while another may not have looked at their goals in over a year. As an advisor, how can you tailor your conversations to best support each client?

Morningstar’s latest investor engagement research can help. It revealed the factors most commonly associated with more engaged investors, such as an aggressive risk tolerance and high comfort making investment decisions.

Using Morningstar’s insights and example conversation starters, you can deepen relationships and better understand your clients.

Get Exclusive Advisor Insights Now

You Might Also Like...

Charted: Nvidia's Quarterly Revenue (Q1 2021-Q2 2025)

Nvidia revenue beat Wall Street estimates for Q2 2025, signaling that the AI boom is far from slowing down.

> Read more

SPONSORED
5 Factors Linked to Higher Investor Engagement

Engaged investors review their goals often and are more involved in decisions, but which factors are tied to higher investor engagement?

> Read more

Ranked: Countries With the Most Millionaires and Billionaires

The U.S. has more millionaires than Ireland has people. Here's a list of other countries with the most millionaires.

> Read more

🔒 VC+ EXCLUSIVE PREVIEW

✂️What's Going to Happen After the First Rate Cut?

The U.S. Fed is widely expected to announce the first rate cut in four years. But what does this mean for the markets?

In our September edition of Markets this Month, we explore how sectors have performed after rate cuts over the past 50 years. We also cover:

📈 The expected winners and losers after rate cuts, by sector
📉 The "Sahm Rule" and how it's used as a recession indicator
🌍 How much companies depend on foreign revenue and what it means

Markets this Month is one of our regular features exclusively for VC+ members. Sign up today to get your copy direct to your inbox.

🔓 See Markets This Month with VC+

More From Visual Capitalist

VC+ is our premium membership where you get even more data and analysis, with exclusive visual briefings of world defining trends.
Voronoi is our app that allows you to discover data in a brand new way, from the world's best creators.
Licensing gives you the power to elevate your own communications using Visual Capitalist graphics.
Elements breaks down the building blocks of the universe.
The Advisor Channel is the go-to source for financial advisors seeking to make decisions from a position of strength and knowledge.
The Decarbonization Channel provides a data-driven look at all things decarbonization with a focus on the U.S. energy sector.