Pause Ahead in Rates and QT?

by | Dec 4, 2024 | Blog, Bonds

Insurance Cut in December is Likely…Then a Pause   The jobs forecast from Linkup, a leading provider of labor demand data to the capital markets, indicates a marked slowing in the pace of hiring (and openings). This implies a smaller upward revision to October than...

The Market in Pictures, May 10

by | May 10, 2024 | Blog, Charts

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: Brad: Earnings season is winding down, it’s been solid     Brad: and we’re approaching the expected...

The Market in Pictures, May 3

by | May 3, 2024 | Blog, Charts

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: Market hopes for imminent rate cuts continue to be dashed     Brad: but historically a Fed...

The Market in Pictures, April 26

by | Apr 26, 2024 | Blog, Charts

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: Like savers vs. borrowers, there is a huge split right now between services and goods inflation...

The Market in Pictures, April 19

by | Apr 19, 2024 | Blog, Charts

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:   Brad: Earnings among US stocks have continued to decline in recent months, though projections for next...