The Market in Pictures, October 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:   John Luke: September retail sales were too hot for the bond market’s liking, with the weakness spilling...

The Market in Pictures, October 13

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: Earnings estimates show a turn, with the cuts now in the rearview mirror   Data as of...

Markets Finally Believing Higher for Longer

The recent Fed meeting brought an update to the 2024 median for the Fed Funds rate. It was pushed higher with the top dot now 6.1%, up from 5.9% in June. If growth persists, several FOMC members see the funds going a lot higher than the market expects.   Source:...

The Market in Pictures, September 22

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: The midpoint of the neutral policy rate hasn’t moved, but a few members have moved their...