The Market in Pictures, December 20
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: Joseph: The...
FOMC: Buying Time
As expected, the Fed cut rates for a third time this year (100bps total), reducing the range for the Federal Funds target to 4.25-4.50%. The Committee signaled a significant...
The Market in Pictures, December 13
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:...
Bitcoin: Wealth Creation or Wealth Transfer?
Bitcoin remains one of the most polarizing topics in finance. On one side, crypto enthusiasts celebrate its revolutionary potential; on the other, fundamental analysts...
The Market in Pictures, December 6
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: 2022...
Pause Ahead in Rates and QT?
Insurance Cut in December is Likely…Then a Pause The jobs forecast from Linkup, a leading provider of labor demand data to the capital markets, indicates a marked slowing...
Rearview to Windshield, December 2024
Market Recap – November 2024: The market boasted its best month of the year, as market bulls believe that President-elect Donald Trump is the nominal GDP growth candidate....
The Market in Pictures, November 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: Beckham: This...
Aptus Musings: Q3 2024 Earnings Recap
Given the breadth of questions that I've received on President-elect Trump's cabinet picks I thought I'd start with some commentary. In my opinion, the market is not...
The Market in Pictures, November 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: Dave: Q3...
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