Value

rho = -0.20 to -0.40 SPX vs UST-10Y; positive in inflation regime

sourceCRSP + FRED historical
derivationdata_calibrated
qualitycalibrated
set2026-05-25
last reviewed2026-05-25
next review due2026-12-31

Notes

Drives GMxB hedge dynamics; rate-driven equity reprice spans tens of bps.