The Market in Pictures, December 29

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:   Joseph: Like last year, Wall Street strategist targets are quite conservative for 2024    ...

The Market in Pictures, November 10

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: Q3 earnings results ran ahead of estimates by a wide margin   Source: Strategas as of...

Bond Bounce: Sustainable?

Last week brought a substantial rally in bonds following a brutal three-month span of higher rates. There are a couple of reasons we can point to for the move lower in rates: The US Treasury cut back slightly on the amount of long-term bonds it’s planning to auction,...

The Market in Pictures, November 3

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:   Dave: With earnings mostly flat, changing valuations and seasonality have driven a good bit of this...

High Bond Volatility Supports Higher Yields

Probable Fed Pause in November    Fed Chair Powell’s commentary last week pointed to the relentless rise in longer-dated Treasury yields that was creating an environment of tighter financial conditions. This should help do some of the Fed’s work and allow them to...