The Market in Pictures, March 29

Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and the way they fit the unfolding puzzle of evidence:   Brett: It’s been a historic equity rally these past few months, here’s where this one sits relative to...

The Market in Pictures, March 22

Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and the way they fit the unfolding puzzle of evidence:   John Luke: The market is finally in gear with the FOMC’s actual plans   Source: Bianco as of...

The Market in Pictures, March 15

Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and the way they fit the unfolding puzzle of evidence:   Brett: Equity valuations had been tied to interest rates in this cycle, but they’ve separated in recent...

The Market in Pictures, March 8

Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and the way they fit the unfolding puzzle of evidence:   Dave: Early-year strength in stocks has tended to lead to healthy performance   Source: Strategas as...
Aptus 3 Pointers, March 2024

Aptus 3 Pointers, March 2024

Given the popularity of our weekly Market in Pictures, we thought it made sense to pick out a few and go into more detail with our PMs. In this edition, Dave and John Luke will spend a few minutes on each of the following: Rate Expectations Market Concentration by...