Q2 2023 Recap and Chart Book

Q2 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...

The Market in Pictures, June 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:   John Luke: The cleanest story since the October low has been decelerating headline inflation, which lines...

The Market in Pictures, June 23

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: Right on cue, investors are finally turning bullish…after stocks stage a significant rally  ...

Can Inflation Slow Without Economic Damage?

  Source: Strategas as of 06.20.2023   Many of the underlying sources of inflation have cooled over the past year. Supply chains have improved, interest rate sensitive sectors are seeing slower growth, but is it enough to get to the fed’s 2% target? The...