The Market in Pictures, October 13

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: Earnings estimates show a turn, with the cuts now in the rearview mirror   Data as of...

Around the Bond Market, October 2023

Inflation Still a Concern September PPI rose 0.5%, more than the 0.3% gain expected and following a 0.7% increase the month prior.  Year-over-year, producer prices rose 2.2% in September, up from the 2.0% gain in August and marking the largest increase in five months,...

The Market in Pictures, October 6

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 first reaction to the jobs report was to sell, but continued slowing of wage growth became...

Rearview to Windshield, October 2023

September ’23 Market Recap: As the weakest seasonal period for equities historically, September is doing what September does. The S&P 500 was down -4.8%. This was a stressful quarter for investors with few places to hide amidst the market pullback that weighed on...

The Market in Pictures, September 29

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 story of the past year has been real rates exploding from negative territory into positive...