The Market In Pictures, February 27

by | Feb 27, 2026 | Blog, Charts

Our team continuously monitors a broad spectrum of market research to identify the trends shaping the current landscape. This week’s selection highlights a fascinating period of internal market turmoil hidden beneath a calm surface. Have a great weekend!   John...

The Market In Pictures, February 20

by | Feb 20, 2026 | Blog, Charts

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 and divergent reactions, to massive sector rotations, and spending splits across age and income. Have a great weekend!...

Breaking Down 10 Year Bond Yields

by | May 30, 2025 | Blog, Bonds

While there is certainly a lot going on in rates markets, it’s been interesting to see participants give more attention to the fiscal backdrop of the US government. It comes as no surprise that the weighted average cost of our government debt has increased...

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...