The Market in Pictures, March 22

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: The market is finally in gear with the FOMC’s actual plans   Source: Bianco as of...

The Market in Pictures, March 15

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:   Brett: Equity valuations had been tied to interest rates in this cycle, but they’ve separated in recent...

The Market in Pictures, March 8

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: Early-year strength in stocks has tended to lead to healthy performance   Source: Strategas as...

Rearview to Windshield, March 2024

February ‘24 Market Recap: Helped by better-than-expected earnings, the S&P 500 (+5.3% total return) clocked a fresh high in Feb. But just 26% of stocks outperformed the index, similar to recent months, and 45% of the index’s gain came from four stocks:...