Rearview to Windshield, January 2024

December ’23 Market Recap: Investors enjoyed broad-based relief in the fourth quarter. After rising sharply in Q2 and Q3, rates peaked in the fourth quarter fueled by Powell’s pivot at the December FOMC meeting. Similarly, oil prices peaked in late September and...

The Market in Pictures, August 25

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: It’s unusual for stocks to rally when real yields are screaming higher   Data as of...

The Market in Pictures, July 14

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 lagging broader market has finally picked itself up in recent weeks     Beckham:...

The Market in Pictures, February 17

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: It’s been awhile since 5% rates were an option for investors, things looked different back...

The Market in Pictures, January 20

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: It’s great to see actual yield available for the first time since before the financial crisis...