The Market in Pictures, July 17

Our team looks at a lot of research throughout the day. Here are a handful of charts we think are good summations of investor activity, from asset convergence and divergence to equity supply and demand, to rates and the state of oil and inflation. Have a great...

Are We Hitting an Inflation Trifecta?

Every so often, you see a shift in the data that lines up with a transitional moment; this week’s developments could be that moment. We just had three instances that could change the “imminent Fed Hikes” narrative: a) Fed Chair Kevin Warsh’s testimony on Capitol...

The Market in Pictures, July 10

Our team looks at a lot of research throughout the day. Here are a handful of charts we think are good summations of investor activity, from a historic rally with improving breadth, to record earnings and margins, the AI buildout reaching the labor market, and...

Rearview to Windshield, July 2026

Equity Recap – The First Half of 2026 Has Been a Lesson in Resilience, But Not Stability: S&P 500 Has Best Quarter Since 2020, and NASDAQ Has Second Best Since 2001: Markets have absorbed a remarkable sequence of shocks: the Iran war, renewed energy security...

The Market in Pictures, July 2

Our team looks at a lot of research throughout the day. Here are a handful of charts we think are good summations of investor activity, from Q2 standouts to sector dispersion, rising earnings and falling credit spreads, and inflation and the FOMC. Have a great long...