The Market in Pictures, October 11

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 past few years have seen a change in the leading contributors to inflation, first goods and now...

Econ Data Not Bond-Friendly

September CPI   Year-over-year, consumer prices rose 2.4%, a tenth of a percentage point more than expected but down from the 2.5% annual increase in August. 2.4% is the smallest annual gain since February 2021. Food prices rose 0.4%, while energy prices dropped...

Are You Really Diversified?

In today’s market, it’s hard to ignore how much power the largest companies hold within the S&P 500. These massive companies have grown to represent the highest concentration of weight in the index we’ve ever seen, and they’re valued at a...

The Market in Pictures, October 4

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: Between the Fed Chair and the jobs report, the market’s expectations of another 50 bps cut have...

Rearview to Windshield, October 2024

The Market Hit New Highs, From Different “Whys”: The character of the market changed in Q3, but the direction remained the same with strong breadth. Many have asked if this is a less powerful rally, but the data suggests otherwise: this is still a bull market and it...