The Market in Pictures, October 25

by | Oct 25, 2024 | 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: Joseph: Bonds have been the greater source of volatility since the Fed cut rates in September   Data as of...

Rate Talk into the Election

by | Oct 24, 2024 | Blog, Bonds

The 10-year Treasury yield is up ~60 bps from the YTD lows seen just prior to the 50bp Fed cut on September 16. The widespread view is that the spike in rates is due to a combination of a) repricing the Fed’s rate cut path and b) the rising risk of a post-election...
Markets and the Election

Markets and the Election

by | Sep 18, 2024 | Appearances, Market Notes

David Wagner, CFA, and John Luke Tyner, CFA get together for a discussion around the upcoming election and its impact on your asset allocation decisions. We aim to take the emotions of politics out of the conversation and look at what history tells us. The importance...