The Market in Pictures, July 3

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 low quality and high quality stocks to the state of the US consumer, and projections for rates and the relentless appetite for US...

Rearview to Windshield, July 2025

Market Recap – June 2025: Risk assets were King of the Mountain during June and Q2, as a reversal in sentiment drove stocks higher, bringing the majority of major asset class returns positive year-to-date. The market has continued to exhibit that the faster it falls,...

The Market in Pictures, June 20

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 market momentum to earnings, trade policy to fiscal policy, and home owners to equity owners. Enjoy!   Brian: We’ve seen a...

The Market in Pictures, June 13

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 strategist chasing to inflation, earnings and the economy, to international comps and beautiful bills. Enjoy!   Brett: As is...