The Market in Pictures, May 5

by | May 5, 2023 | 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: Demand for labor continues to surpass economist expectations   Data as of 05.05.2023  ...

The Market in Pictures, April 28

by | Apr 28, 2023 | 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:   Brad: The recession playbook has mostly filled in and markets seem to be adjusting   Source:...

Thoughts on the Curve. And Municipals.

by | Apr 27, 2023 | Blog, Bonds

Curves are Inverted, Term Premiums LOW   The market continues to price in a return to the 2010 norms of subdued inflation pressure, with term premia below zero across the curve.   Source: TS Lombard. As of 04.12.2023   While slower nominal growth could put a...