September 9, 2026

Stronger Yen = Weaker Stocks, Weaker Yen = Stronger Stocks? Testing USD/JPY and the Nikkei 225

A stronger yen is often seen as a headwind for Japanese stocks, while a weaker yen is viewed as supportive. But what does the data show? We test the relationship between USD/JPY’s 1-day change and th…

August 17, 2026

How Do Rising Japanese Interest Rates Affect Stocks? — Testing EWJ with Data

Rising rates are often seen as a headwind for stocks. Our EWJ factor analysis suggests a more complicated relationship.

September 2, 2026

Do Higher U.S. 10-Year Treasury Yields Mean Lower S&P 500 Returns?

At the time of this analysis, the U.S. 10-year Treasury yield had risen above 4.75%. But does a higher yield actually mean weaker short-term S&P 500 returns? We test this by separating the yield’s ab…

August 11, 2026

Does High CPI Really Weaken the S&P 500?

Higher inflation is often seen as a headwind for stocks. But does a high CPI reading actually mean weaker S&P 500 returns? This article tests that idea with data using FactDecode.

July 28, 2026

What Does a Simultaneous Selloff Across All Assets Mean? The Market Forces Behind the “Great Capital Rotation”

“Buy the dip.” In recent markets, this has seemed like an almost infallible strategy. Whenever stocks or crypto assets experienced even a modest correction, the decline quickly became an ideal buying…