The Market in Pictures, December 30

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: No shortage of big market stories this year, but among the most widely felt may be the...

Assessing the Downside

When we think about narratives surrounding slowing economic growth, our job as investors is to translate narrative into number. In other words, if the Federal Reserve continues to hike interest rates, if the housing market gets sluggish, if unemployment starts to...