The Market in Pictures, March 31

by | Mar 31, 2023 | Blog, Charts

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:   John Luke: Yields on deposits are still laughably behind at many banks     John Luke: and with...

The Market in Pictures, March 24

by | Mar 24, 2023 | Blog, Charts

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:   John Luke: The market sure seems to think the Fed is done hiking   Source: Bianco as of 03.22.2023...

The Market in Pictures, March 17

by | Mar 17, 2023 | Blog, Charts

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:   Derek: Hopefully the first and last time we need to share SIVB charts, but in hindsight it stood out...

The Market in Pictures, March 10

by | Mar 10, 2023 | Blog, Charts

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: The high-beta rally to start the year was really weird   Source: Piper as of 03.06.23...

The Market in Pictures, March 3

by | Mar 3, 2023 | Blog, Charts

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: Without a corresponding price drop, the rise in mortgage rates is making it real hard on...

The Market in Pictures, February 24

by | Feb 24, 2023 | Blog, Charts

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: The early 2023 rally brought beta all the way back from the depths of 2022 underperformance   Data...