The Market in Pictures, August 28

Our team looks at a lot of research throughout the day. Here are a handful of charts we think are good summations of the current market, from strong corporate profits and resilient consumers to an AI-driven investment boom, healthy credit markets, persistent weakness...

The Market in Pictures, June 26

Our team reviews a vast amount of research and market data each week to isolate the signals that matter most. This week’s selection steps back to examine a market broadening beneath the surface: compressing mega-cap multiples, the resurgent 493, the unbreakable link...

Around the Bond Market, December 2025

On their own, bonds have been better in 2025 than in recent years. Capital appreciation across the complex may be limited from here, but the bigger story is the support this environment can lend to overall economic conditions. A few key themes that are emerging…...