The Market in Pictures, September 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: Dave: The long pause is over, stocks enjoyed it   Source: Strategas as of 09.16.2024   John Luke: the...

Bank Bailout

2 Years a Movin’   To give some perspective on the move in Fed Funds rate the last couple days, we have just witnessed one of the fastest/ largest slides since 1987.   Source: Bloomberg. As of 3/13/23.   The chart above shows Fed Funds curve last...

Thoughts on Interest Rates

We’ve had a number of questions regarding peak interest rates. Interest rates have of course been a hot topic in 2022… the 4th worst year for government bonds since 1721 has led to an interesting backdrop of uncharted waters. Interest rates can be confusing, and we’ve...

The Market in Pictures, October 28

Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and how they help fill the puzzle of evidence:   John Luke: Fastest monetary tightening in decades   Source: Bianco as of 10.25.2022   John Luke: and...

The Market in Pictures, September 30

Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and how they help fill the puzzle of evidence:   John Luke: Even the most experienced investors are experiencing something they’ve never seen, with bonds  ...