The Market in Pictures, January 10

Our team looks at a lot of research throughout the day. Here are a handful that we think are contributing to investor activity , from rate expectations to growth drivers to government spending and comparisons of foreign markets to ours. Enjoy!   John Luke: As everyone...

2025 Rate Cut Outlook

The market is currently pricing in 1.53 cuts for 2025 (Fed says 2). As we’ve said before, we believe the FOMC has gotten its rate closer to neutral. This positions them to patiently sit back and monitor the economy and incoming data, specifically related to policy...

The Market in Pictures, January 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:   Derek: The trend remains your friend—history shows that when the S&P 500 is above its 200-day moving...

You’ve Always Been an Options Trader

For many, the world of options can be daunting for those who feel that they do not have the right experience. Certainly, the terminology used by options traders can be confusing for those who aren’t fully familiar. Our language primer is meant to translate how options...

Rearview to Windshield, January 2025

Market Recap – December 2024: The rally in stocks in 2023 was driven, mostly, by hope of market friendly events: The end of rate hikes and start of rate cuts, the economy slowing to a soft, not hard, landing, AI profit explosions and positive geopolitical resolutions....