The Market in Pictures, August 11

by | Aug 11, 2023 | 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: Most Q2 earnings are out, and it’s generally been better-than-expected   Source: Strategas as...

Fitch Downgrades US Credit Rating

by | Aug 2, 2023 | Blog, Bonds

We’ve all seen the news that Fitch downgraded the US Government’s credit rating from AAA to AA+. Fitch’s move follows a similar cut by S&P about 12 years ago.    Source: Bloomberg as of 08.01.2023   Moody’s continues to rate the US AAA (wonder where the...

The Market in Pictures, May 19

by | May 19, 2023 | 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:   Dave: The debt ceiling remains a story for markets, here’s Morgan Stanley’s walkthrough of prior...

The Market in Pictures, May 12

by | May 12, 2023 | 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: Tough to see how inflation can get down to the Fed’s stated 2% target   Source: Strategas...

The Market in Pictures, March 10

by | Mar 10, 2023 | 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:   Beckham: The high-beta rally to start the year was really weird   Source: Piper as of 03.06.23...