The Market in Pictures, November 8

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: We’re in the strongest time of the year, and stocks aren’t letting anyone down   Data as of October...

Long Term Rates Diverging From Fed Policy

As expected, the Fed opted to cut rates by 25bps in November, taking the Federal Funds rate to a range of 4.50% to 4.75%. Marking now the second consecutive reduction in rates, this month’s cut is a notably smaller reduction following the 50bps cut to initiate the...

Aptus Musings: It’s Over

It’s over. But, in a way…it has only just begun. Election Superlatives: 9 out of the past 10 elections, the results have yielded a situation where power flipped parties. This has been the highest level of political regime volatility since the Civil War....