The Market in Pictures, December 30

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: No shortage of big market stories this year, but among the most widely felt may be the...
Rebalance Rationale, November 2022

Rebalance Rationale, November 2022

“What a year it has been” is an understatement for the performance of both risk and conservative assets so far in 2022. In 301 years, we are looking at the 4th worst return ever for government bonds through September.   Source: BAML. As of 09/30/22   It has...

Rearview to Windshield, October 2022

Developments Over the Past Month   Can you Hear the Fed Now? September 2022 Market Recap: At the end of September, the Fed removed any remaining doubt about its commitment to getting inflation under control. As a result, both bonds and stocks sold off sharply....

Rearview to Windshield, September 2022

Developments Over the Past Month   As the summer comes to a close, it’s worth looking back to Memorial Day for perspective.  Equities have been largely flattish and extremely volatile since late May, credit spreads have been flattish, bond yields have trended...