The Market in Pictures, November 21

Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from November weakness to AI impact, to the inflation/employment discussion and its impact on FOMC expectations. Have a great weekend!...

The Market in Pictures, November 14

Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from earnings vs. the economy, inflation expectations, economic contributors and detractors, and the challenges of owning quality stocks...

The Market in Pictures, November 7

Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from an amazing run for low quality/high beta stocks, to the government shutdown, to earnings and inflation, and more on AI spending....

The Market in Pictures, July 28

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: VIX has fallen into lower levels indicating complacency, but that hasn’t historically led to...