Rearview to Windshield, November 2023

October ’23 Market Recap: In a part of the year, in which the market tends to witness some seasonal weakness, the S&P notched its first negative three-month performance since 2020. The S&P 500 was down -2.10%. This has been a stressful few months for...

The Market in Pictures, October 27

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: Investors are banking on a new period of earnings growth once this earnings trough is completed...

Around the Bond Market, October 2023

Inflation Still a Concern September PPI rose 0.5%, more than the 0.3% gain expected and following a 0.7% increase the month prior.  Year-over-year, producer prices rose 2.2% in September, up from the 2.0% gain in August and marking the largest increase in five months,...

Rearview to Windshield, October 2023

September ’23 Market Recap: As the weakest seasonal period for equities historically, September is doing what September does. The S&P 500 was down -4.8%. This was a stressful quarter for investors with few places to hide amidst the market pullback that weighed on...

The Market in Pictures, September 29

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: The story of the past year has been real rates exploding from negative territory into positive...