Rearview to Windshield, June 2024

May ‘24 Market Recap – In Like a Lion, Out Like a Lamb: After April came in with showers, May came out like a lamb, driven by a better-than-anticipated earnings season, leading the market higher by nearly 5.0%. In fact, the market hit two new all-time highs during the...

The Market in Pictures, May 31

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: Brian: It’s been a pretty average bull run from the lows of Fall 2022   John Luke: but the last 6 months has...

The Market in Pictures, May 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: Beckham: It’s been a year since “NVDA Day” when stocks broke out of their SIVB-driven funk and turned their eyes...

Lots to Consider for T-Bond Buyers

TBAC Seeks New Funding Ideas   The borrowing needs of the Treasury over the coming years are expected to drive an increase in issuance as the debt load compounds. The share of outstanding Treasuries held by its two largest investor types (foreign investors and...

The Market in Pictures, May 17

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: DJIA hitting 40,000 will draw attention, but the dollar-weighting gives it some notable quirks relative...