The Market in Pictures, April 11

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 historic market movement to inflation and of course, tariffs. Enjoy!   Brad: High VIX has coincided with near-term weakness,...

No Help From Bonds

CPI Update: Softer Than Feared   The latest inflation report showed that consumer prices cooled more than expected. The CPI fell -0.1% in March, the first monthly decline since May 2020. The median forecast expected the CPI to rise 0.1% in March. YoY, consumer prices...

The Market in Pictures, April 4

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 the equity market correction to the economy and inflation and, of course, tariffs. Enjoy!   Beckham: Anyone who claims a...

Rearview to Windshield, April 2025

Market Recap – March 2025: The first quarter delivered a classic third-year bull market correction, falling 10% from its highs before rebounding and finishing only –4.28% in the quarter. The recent sell-off has been centered around three prevailing culprits: momentum...

The Market in Pictures, March 28

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 investor sentiment to the US market correction to earnings and, of course, tariffs. Enjoy!   John Luke: Hard to know the proper...