The Market in Pictures, July 24

by | Jul 24, 2026 | Blog, Charts

Our team looks at a lot of research throughout the day. This week’s charts center on a violent rotation beneath a calm surface: semis selling off hard, AI winners giving back gains, and the 1st half’s laggards taking the lead, all while the average stock...

The Market in Pictures, July 17

by | Jul 17, 2026 | Blog, Charts

Our team looks at a lot of research throughout the day. Here are a handful of charts we think are good summations of investor activity, from asset convergence and divergence to equity supply and demand, to rates and the state of oil and inflation. Have a great...

The Market in Pictures, May 22

by | May 22, 2026 | Blog, Charts

Our research team parses a vast amount of institutional data and market research daily to isolate the key signals that matter. This week’s selection highlights a structural regime change in inflation, a fundamentally anchored equity rally, and the unprecedented scale...

The Market in Pictures, May 1

by | May 1, 2026 | Blog, Charts

Our team looks at a lot of research throughout the day. Here are a handful of charts we think are good summations of investor activity, from a stellar earnings season to high dispersion, FOMC debate and energy (non) impact, to the benefits of owning innovation. Have a...

The Market in Pictures, September 6

by | Sep 6, 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: Brian: Despite a rough start to the decade, US growth has actually exceeded pre-COVID projections    ...