The Market in Pictures, September 18

Our team looks at a lot of research throughout the day. Here are a handful of charts we think are good summations of investor activity, from a Fed pushed back into hiking mode, to a market that looks calmer on the surface than it does underneath, earnings and margins...

The Market in Pictures, September 11

Our team looks at a lot of research throughout the day. This week’s charts follow a bond market repricing risk across the curve, from a global yield selloff and a record refinancing calendar to real yields back near pre-financial-crisis levels, alongside an AI...

FOMC: One Last Pause?

The FOMC left the fed funds rate unchanged, with no action for the fifth consecutive meeting, even as inflation lingers above target. No change was the broad consensus; however, there were whispers of potential for a rate hike (the market was pricing about a 30%...

Around the Bond Market, May 2026

Core CPI (ex-food and energy) rose 0.38% in April after rising 0.20% in March. The Year over Year (YoY) Core rose from 2.60% to 2.74%. Headline CPI was up 0.64% on the heels of a 0.87% increase in March, both months elevated by higher fuel prices. YoY CPI inflation...