The Market in Pictures, April 5

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: After this week’s data and Fedspeak, it’s now a toss-up for markets whether the first rate cut...

Rearview to Windshield, April 2024

March ‘24 Market Recap: The S&P 500 returned 10.6% in Q1, on a combination of two very powerful forces; dovish central banks and a continued broadening of the AI narrative. The S&P 500 rallied for the fifth straight month in March (a 99th percentile return, in...

The Market in Pictures, March 29

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: It’s been a historic equity rally these past few months, here’s where this one sits relative to...

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...

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:...