The Market in Pictures, August 12

Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and why:   Joseph: All of the 2020 job losses have now been recovered. Where that stacks up vs. other recessions¬†   Source: Calculated Risk as of 08.05.2022...

Peak Inflation

U.S. Headline CPI was flat from June to July, slowing to 8.5% YoY. The core CPI (ex food & energy) rose +0.3%, keeping the YoY number at 5.9%. Headline CPI had the lowest monthly overall reading since May 2020 (0.0%). The unchanged reading was driven by an...

The Market in Pictures, August 5

Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and why:   Brad: Earnings continue to be solid for S&P companies, sales even stronger   Source: Strategas as of 08.01.2022   Dave: … that...

The Market in Pictures, July 22

Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and why:   Joseph: Current fundamentals looking nothing like those of historic bear market bottoms   Source: Strategas as of 07.15.2022   JD: Investors...

The Market in Pictures, July 15

Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and why:   JL: History would indicate that the end of Fed tightening is a ways off   Data as of 07.06.22     Dave: Q2 earnings results may hold the...