The Market in Pictures, March 22

by | Mar 22, 2024 | Blog, Charts

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 is finally in gear with the FOMC’s actual plans   Source: Bianco as of...

The Market in Pictures, March 15

by | Mar 15, 2024 | Blog, Charts

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:   Brett: Equity valuations had been tied to interest rates in this cycle, but they’ve separated in recent...

March CPI: Inflation Still Sticky

by | Mar 13, 2024 | Blog, Bonds

Inflation Stabilizing Above 3%   The U.S. CPI rose +0.4% m/m (3.2% y/y) & core (ex-food & energy) was +0.4% m/m (3.8% y/y) in February. The so-called “supercore” gauge slowed to 0.47% on the month, down from a red-hot 0.85% in January. The data is...

The Market in Pictures, March 8

by | Mar 8, 2024 | Blog, Charts

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: Early-year strength in stocks has tended to lead to healthy performance   Source: Strategas as...