Q2 2023 Recap and Chart Book

Q2 2023 Recap and Chart Book

(Click above for the full update) This is our biggie each quarter, pages of charts and the context to go with them. As always, we think the windshield view is far more relevant than the rearview. But it’s through the rearview that we get a sense of the path...

The Market in Pictures, June 30

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 cleanest story since the October low has been decelerating headline inflation, which lines...

Meet the Team : Brett Wickmann

You might have seen our Team Page with our full team lineup, showing us in the office setting, with the usual bios about backgrounds and roles. We wanted to show you who we are outside of the office and share a little about the personalities that make up our team. We...

The Market in Pictures, June 23

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: Right on cue, investors are finally turning bullish…after stocks stage a significant rally  ...

The Market in Pictures, June 16

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: Most of the yield curve has separated itself from the Fed Funds rate, with seemingly no rush...