What economic indicators does Income Lab track?
What economic indicators does Income Lab track?
Last published on: October 31, 2025
Research has shown that paying attention to economic conditions can help financial advisors and clients better understand their current retirement environment and make more informed decisions about retirement income levels.
Longer-term economic indicators are particularly powerful in retirement planning. The following is a list of the core economic data that Income Lab tracks and uses to create our composite view of economic context that is used when filtering historical periods in the Historical Analysis graph, adjusting proposed income based on the Economic Context setting of a plan that uses the Historical analysis type, and for producing our default Regime-Based Monte Carlo capital market assumptions.
- Long-Term Inflation
- Cyclically-adjusted price-to-earnings ratio (CAPE)
- Average investor equity allocation
- Prior sequence of returns
- 10-year Treasury rate
- Treasury yield curve
- Initial unemployment claims