The Market in Pictures, October 23

Our team looks at a lot of research throughout the day. Here are a handful of charts we think are good summations of investor activity, from the money growth behind record earnings and a productivity breakout, to an AI buildout bigger than the railroads, its funding...

The Market in Pictures, October 16

Our team looks at a lot of research throughout the day. Here are a handful of charts we think are good summations of investor activity, from a four-year bull market built on growing profits, to buybacks returning just as earnings season and midterm seasonality kick...

The Market in Pictures, October 9

Our team looks at a lot of research throughout the day. Here are a handful of charts we think are good summations of investor activity, from a hawkish repricing in rates against cooling wages, to the narrowest market breadth since the dot-com era, record earnings...

Rearview to Windshield, October 2026

Higher Rates, Resilient Stocks   +2.30%   S&P 500 Q3 Return -0.35%   S&P 500 September Return 31.7%   ’26 Estimate S&P 500 Earnings Growth 5.30%   10-Yr Treasury Yield (9/30)   Market Recap – Rates Matter, But So Do Profits   The story of Q3...