The Market in Pictures, October 28

Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and how they help fill the puzzle of evidence:   John Luke: Fastest monetary tightening in decades   Source: Bianco as of 10.25.2022   John Luke: and...

Assessing the Downside

When we think about narratives surrounding slowing economic growth, our job as investors is to translate narrative into number. In other words, if the Federal Reserve continues to hike interest rates, if the housing market gets sluggish, if unemployment starts to...