The Market in Pictures, May 10

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: Earnings season is winding down, it’s been solid     Brad: and we’re approaching the expected...

May 2024: Around the Bond Market

Short Term Treasuries Offer Higher Income and Stability vs. Long Duration   As interest rates have moved higher, the front end of the curve is offering a combination of high nominal income and interest rate protection. As the graphic shows, 2yr Treasury yields would...

Rearview to Windshield, May 2024

April ‘24 Market Recap – Staircase Up, Elevator Down: It was April showers as it was the worst month since September. April has given back much of the Q1 gains as 10-year Treasury yields increased from 4.2% to over 4.6%. S&P 500 has given back ~40%, Midcap ~70%,...

The Market in Pictures, May 3

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 hopes for imminent rate cuts continue to be dashed     Brad: but historically a Fed...