The Market in Pictures, December 27

by | Dec 27, 2024 | Blog, Charts

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: Inflation has made it back to the general range accepted by most central bankers   Data as of...

Giving Thanks

by | Dec 23, 2024 | Blog, Market Updates

Thanksgiving is my wife’s favorite holiday, and because of that, we make the long trek to Cincinnati, Ohio every November. There are a number of traditions, but they all surround the main attraction – her Grandmother’s house, aka “106”. Her grandparents have been gone...

The Market in Pictures, December 20

by | Dec 20, 2024 | Blog, Charts

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:   Joseph: The FOMC confirmed what the market had started to price in, that rates wouldn’t be cut as quickly as...

FOMC: Buying Time

by | Dec 19, 2024 | Blog, Bonds

As expected, the Fed cut rates for a third time this year (100bps total), reducing the range for the Federal Funds target to 4.25-4.50%. The Committee signaled a significant reduction in its forecast for additional policy adjustments over the next 24 months as well as...

The Market in Pictures, December 13

by | Dec 13, 2024 | Blog, Charts

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: Government inflation measures are trying to settle into the 2-3% range   Source: Raymond James as...