The Market in Pictures, August 29

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 small-cap strength to earnings season, interest rates and housing, and tariffs and energy flows. Have a great long weekend!  ...

The Market in Pictures, August 22

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 rate-cutting regimes to earnings season, inflation to consumer health, and stock buybacks. Have a great weekend!   Dave:...

Notes from Jackson Hole

Fed Chairman Jay Powell finally delivered his long-anticipated address to leading economists and academics. A few quotes that caught our attention, not to mention the market’s attention:   “In the near term, risks to inflation are tilted to the upside, and risks...

The Market in Pictures, August 15

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 inflation to dispersion, from wall of worry to tariff impact, and the ongoing US vs. Foreign discussion. Have a great weekend!...

The Market in Pictures, August 8

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 earnings hits/misses and Big Tech dominance, to mixed economic data and mixed markets, and comparing this market to the past. Have a...