The Market in Pictures, October 4

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: Between the Fed Chair and the jobs report, the market’s expectations of another 50 bps cut have...

Rearview to Windshield, October 2024

The Market Hit New Highs, From Different “Whys”: The character of the market changed in Q3, but the direction remained the same with strong breadth. Many have asked if this is a less powerful rally, but the data suggests otherwise: this is still a bull market and it...

The Market in Pictures, September 27

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:   Brett: The massive stimulus announcements out of China were the story of the week   Data as of 09.26.2024...

The Fed’s Recalibration

Post Covid Inflation   Source: Bianco. As of 9/24/24 In a recent op-ed, Jim Bianco argued that recessions and financial crises can create change across an economy. In 2020, we had both a financial crisis and a recession, significantly reshaping the economic...

The Myth of Cash on the Sidelines

You’ve probably heard the phrase “cash on the sidelines” used in market commentary, often suggesting there’s a huge pool of money waiting to flood into the market. One reason this phrase persists is that the nominal amount of cash regularly hits record highs. Most...

The Market in Pictures, September 20

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 long pause is over, stocks enjoyed it   Source: Strategas as of 09.16.2024   John Luke: the...