Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and why:
John Luke: not hard to see what’s driving the equity market’s appetite for risk
Source: Piper Sandler as of 6/24/2022
Brad: major shortages across the inputs to energy production
Source: FRB of Dallas June 23, 2022
Dave: energy stocks have recently faded from leadership but CDS markets show continued business stability
Source: Strategas as of 6/23/2022
John Luke: unprecedented wealth destruction relative to GDP
Data as of 6/20/2022
Brad: weak first half means nothing when it comes to expectations for the rest of 2022
Source: Strategas as of 6/24/2022
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