Rearview to Windshield, January 2025

Market Recap – December 2024: The rally in stocks in 2023 was driven, mostly, by hope of market friendly events: The end of rate hikes and start of rate cuts, the economy slowing to a soft, not hard, landing, AI profit explosions and positive geopolitical resolutions....

The Market in Pictures, December 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:   Beckham: Inflation has made it back to the general range accepted by most central bankers   Data as of...

Rearview to Windshield, December 2024

Market Recap – November 2024: The market boasted its best month of the year, as market bulls believe that President-elect Donald Trump is the nominal GDP growth candidate. In a way, the market took the exact playbook from Trump 1.0 in November 2016 and transcribed it...

The Market in Pictures, November 15

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: Brad: Stocks had a nice run of daily inflows coming into and out of the election   Source: Goldman Sachs as...