The Market in Pictures, February 16

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: The typical pattern for earnings estimates is to start high and fade throughout the year  ...

The Market in Pictures, February 9

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: Market expectations for 2024 interest rate cuts are slowly moving back towards FOMC guidance...

The Market in Pictures, February 2

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: Before the FOMC meeting, markets took comfort that Treasury borrowing needs wouldn’t expand in...

The Market in Pictures, January 26

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:   Brett: Core Personal Consumption Expenditures (PCE) is said to be the Fed’s favorite indicator, and it’s...

The Market in Pictures, January 19

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: It’s no secret that central banks plan to cut rates this year   Data as of 01.12.2024...

The Market in Pictures, January 12

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: Equity valuations have done their usual post-low lift from late 2022, it now seems to be on...