The Market in Pictures, February 21

Our team looks at a lot of research throughout the day. Here are a handful that we think are contributing to investor activity, from earnings to tariffs to market breadth and comparisons of foreign markets to ours. Enjoy!   Beckham: It’s not just megcap tech...

Around the Bond Market, Feb 2025

Quantitative Tightening Ending Soon   This week’s press about the Fed minutes release were the same: the Fed is worried about tariffs and is in no rush to lower rates. But beneath the headline the Fed signaled Quantitative Tightening (QT) for Treasuries is...

The Market in Pictures, February 14

Our team looks at a lot of research throughout the day. Here are a handful that we think are contributing to investor activity , from rate expectations to growth drivers to government spending and comparisons of foreign markets to ours. Enjoy!   Inflation and...

CPI Update: Fed on Hold

CPI rose 0.5% in January, above the 0.3% gain expected and an uptick from a 0.4% increase in December. Year-over-year, prices rose 3.0%, a tenth of a percentage point higher than expected and the fourth consecutive month of acceleration.   Source: Stifel as of...