The Market in Pictures, December 8

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: Markets are currently obsessed with the idea of multiple rate cuts in 2024. Historically, rate “holds”...

The Market in Pictures, December 1

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: We just completed a 2 year period where both the NASDAQ 100 and S&P 500 Equal Weight were...

The Market in Pictures, November 24

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: Advisors know this has been a challenging year for the typical stock relative to the S&P 500...

The Market in Pictures, November 17

Dave: Tuesday’s reaction to the tame CPI report was the ripper of the year   Source: Strategas as of 11.14.2023   John Luke: as markets have more confidence that the Fed will move rates lower in the first half of 2024   Source: CME Fed Watch Tool as of...

The Market in Pictures, November 10

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:   Brad: Q3 earnings results ran ahead of estimates by a wide margin   Source: Strategas as of...

The Market in Pictures, November 3

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: With earnings mostly flat, changing valuations and seasonality have driven a good bit of this...