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...

The Market in Pictures, April 12

by | Apr 12, 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: This week was mostly about inflation, with CPI Supercore running hot   Source: MKM as of...

Competing Forces in the Bond Market

by | Feb 29, 2024 | Blog, Bonds

Productivity is the Way Out Productivity plays a crucial role in influencing both inflation and economic growth. A key to stopping a second wave of inflation is likely productivity (output per hour) picking up. Instead of having too much money chasing too few goods we...

The Market in Pictures, February 23

by | Feb 23, 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: Rate expectations have changed dramatically in a few short weeks   Data as of 02.23.2024...