The Market in Pictures, July 29

Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and why:   Dave: The start of earnings season was a story of “not bad”, with lower price movement than usual for both hits and misses…   Source:...

The Market in Pictures, July 22

Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and why:   Joseph: Current fundamentals looking nothing like those of historic bear market bottoms   Source: Strategas as of 07.15.2022   JD: Investors...
Q2 Recap and Chart Book

Q2 Recap and Chart Book

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 traveled to this point, helping to set...

The Market in Pictures, July 15

Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and why:   JL: History would indicate that the end of Fed tightening is a ways off   Data as of 07.06.22     Dave: Q2 earnings results may hold the...

The Market in Pictures, July 8

Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and why:   Dave: denominator a lot bigger but this bear is no joke, $14 trillion equity lost on paper   Source: Strategas as of 7/6/22     JL: 2022...