The Market in Pictures, July 3

Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from low quality and high quality stocks to the state of the US consumer, and projections for rates and the relentless appetite for US...

Rearview to Windshield, July 2025

Market Recap – June 2025: Risk assets were King of the Mountain during June and Q2, as a reversal in sentiment drove stocks higher, bringing the majority of major asset class returns positive year-to-date. The market has continued to exhibit that the faster it falls,...

Rearview to Windshield, June 2025

Market Recap – May 2025: To some, it may feel miraculous that the S&P 500 is now positive on the year – which was a new development during the month. March and April should be categorized as having apocalyptic soft data, which is also known as survey data, but...

Rearview to Windshield, May 2025

Market Recap – April 2025: The S&P 500 rallied to a one-month high in the last week of the quarter, rising nine straight trading days and recouped virtually all of the post-April 2, “Liberation Day” declines. First and foremost, the Trump administration has...