The Market in Pictures, July 31

Our team looks at a lot of research throughout the day. This week’s charts follow a market starting to charge for risk in its favorite trade, a momentum reversal unlike anything, including the tech bubble and COVID extremes, and single-stock volatility sitting...

The Market in Pictures, July 24

Our team looks at a lot of research throughout the day. This week’s charts center on a violent rotation beneath a calm surface: semis selling off hard, AI winners giving back gains, and the 1st half’s laggards taking the lead, all while the average stock...

The Market in Pictures, July 17

Our team looks at a lot of research throughout the day. Here are a handful of charts we think are good summations of investor activity, from asset convergence and divergence to equity supply and demand, to rates and the state of oil and inflation. Have a great...

The Market in Pictures, July 10

Our team looks at a lot of research throughout the day. Here are a handful of charts we think are good summations of investor activity, from a historic rally with improving breadth, to record earnings and margins, the AI buildout reaching the labor market, and...

The Market in Pictures, July 2

Our team looks at a lot of research throughout the day. Here are a handful of charts we think are good summations of investor activity, from Q2 standouts to sector dispersion, rising earnings and falling credit spreads, and inflation and the FOMC. Have a great long...

The Market in Pictures, June 26

Our team reviews a vast amount of research and market data each week to isolate the signals that matter most. This week’s selection steps back to examine a market broadening beneath the surface: compressing mega-cap multiples, the resurgent 493, the unbreakable link...