The Market in Pictures, July 21

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 YTD rally in the S&P 500 has all been due to P/E multiples rising   Source:...

Pause Ahead… What About the Fall?

The next Fed meeting starts a week from today. As of now, the market is currently pricing in just a 23% chance the Fed hikes at the meeting. WSJ’s Nick Timiraos already provided his pre-meeting proclamation of a probable pause. At this point, anything other than a...

The Market in Pictures, April 21

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: Looks like markets have restored expectations of 25 bps hike after wavering last month  ...