The Market in Pictures, May 15

by | May 15, 2026 | Blog, Charts

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...

Around the Bond Market, May 2026

by | May 14, 2026 | Blog, Bonds

Core CPI (ex-food and energy) rose 0.38% in April after rising 0.20% in March. The Year over Year (YoY) Core rose from 2.60% to 2.74%. Headline CPI was up 0.64% on the heels of a 0.87% increase in March, both months elevated by higher fuel prices. YoY CPI inflation...

The Market in Pictures, May 8

by | May 8, 2026 | Blog, Charts

Our team parses a vast amount of research daily to identify the signals that truly matter. This week’s selection highlights a stellar start to the earnings season, the deepening impact of the AI investment cycle, and the ongoing debate between Fed policy and market...