The Market in Pictures, August 26

Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and the way they fill the puzzle of evidence:   Dave: Where will Fed Funds and CPI intersect?     JL: and will the 10 year bond again give us clues to...

Should You Care About Inflation?

As we see another fed fund’s hike of 75bps this week, we thought it would be worthwhile to simply talk about the basics of inflation. It is very easy to get caught in the storm of negative headlines. Today, let’s just get back to the basics and try to focus on factors...

The Market in Pictures, June 24

Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and why:   John Luke: not hard to see what’s driving the equity market’s appetite for risk Source: Piper Sandler as of 6/24/2022     Brad: major shortages...