Q1 2023 Recap and Chart Book

Q1 2023 Recap and Chart Book

(Click above for the full update) This is our biggie each quarter, pages of charts and the context to go with them. As always, we think the windshield view is far more relevant than the rearview. But it’s through the rearview that we get a sense of the path...

Rearview to Windshield, April 2023

March ‘23 Market Recap; The S&P 500 ignored the fallout from banking woes and recorded a surprising +3.7% gain last month, leaving the index in positive territory for Q1 ‘23 (+7.5%). After a mid-month hike, the current Fed Funds rate (upper bound) is at 5% vs....

The Market in Pictures, March 24

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 market sure seems to think the Fed is done hiking   Source: Bianco as of 03.22.2023...