The Market in Pictures, October 7

Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and how they help fill the puzzle of evidence:   JD: We’re going through an investment environment that requires a multi-decade look back to find comps  ...

Assessing the Downside

When we think about narratives surrounding slowing economic growth, our job as investors is to translate narrative into number. In other words, if the Federal Reserve continues to hike interest rates, if the housing market gets sluggish, if unemployment starts to...