The Market in Pictures, May 9

Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from earnings and hyperscalers to soft vs. hard economic data. Enjoy!   Brad: Q1 sales and earnings have generally been better than...

May FOMC: A Pause for Thought

→ FED SAYS UNCERTAINTY ABOUT OUTLOOK HAS ‘INCREASED FURTHER’ → FED: RISKS OF HIGHER UNEMPLOYMENT, HIGHER INFLATION HAVE RISEN → FED HOLDS BENCHMARK RATE IN 4.25%-4.5% TARGET RANGE   Source: Bloomberg as of 05.7.2025   The Fed has cut the fed funds...
Aptus 3 Pointers, April 2025

Aptus 3 Pointers, April 2025

Given the popularity of our weekly Market in Pictures, we started the habit of picking out a few and going into more detail with our PMs. In this edition, John Luke and Dave spend a few minutes on each of the following:   Historic April Consumer Debt Metrics...

The Market in Pictures, May 2

Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from rare timing setups and market breadth to the economy, earnings, and US/foreign market exposures. Enjoy!   What a Month   JD: At...

The Market in Pictures, April 25

Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from rare timing setups and market breadth to the economy, earnings, and US/foreign market exposures. Enjoy!   Brian: We started the...