The Market in Pictures, May 29

Our team looks at a lot of research throughout the day. Here are a handful of charts we think are good summations of investor activity, from stocks catching up with earnings, to the AI impact and US dominance, to FOMC expectations and trillion-dollar companies. Have a...

The Bond Environment Entering the Warsh Regime

Treasury Curve Movements   The yield curve today looks drastically different than the beginning of the year. The largest increases have occurred in the belly of the yield curve, with 2s rising the most at a 59 bp increase since the start of the year, with lesser...

The Market in Pictures, May 22

Our research team parses a vast amount of institutional data and market research daily to isolate the key signals that matter. This week’s selection highlights a structural regime change in inflation, a fundamentally anchored equity rally, and the unprecedented scale...

The Market in Pictures, May 15

Our team looks at a lot of research throughout the day. Here are a handful of charts we think are good summations of investor activity, from rate expectations to inflation, jobs to earnings, and of course, the unprecedented artificial intelligence spend. Have a great...