The Market in Pictures, April 14

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: Inflation comps get tougher in the next few months vs. the heart of the 2022 Ukraine spike...
Q1 2023 Recap and Chart Book

Q1 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...

Meet the Team : James Bai

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...