The Market in Pictures, March 15

by | Mar 15, 2024 | 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:   Brett: Equity valuations had been tied to interest rates in this cycle, but they’ve separated in recent...

The Market in Pictures, March 8

by | Mar 8, 2024 | 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:   Dave: Early-year strength in stocks has tended to lead to healthy performance   Source: Strategas as...

The Market in Pictures, March 1

by | Mar 1, 2024 | 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: On the way to 16 of 18 weeks up for the S&P 500, it seems   Source: Daily Chartbook...

The Market in Pictures, February 23

by | Feb 23, 2024 | 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: Rate expectations have changed dramatically in a few short weeks   Data as of 02.23.2024...

The Market in Pictures, February 16

by | Feb 16, 2024 | 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:   Dave: The typical pattern for earnings estimates is to start high and fade throughout the year  ...

The Market in Pictures, February 9

by | Feb 9, 2024 | 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: Market expectations for 2024 interest rate cuts are slowly moving back towards FOMC guidance...