The Market in Pictures, March 8

by | Mar 8, 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:   Dave: Early-year strength in stocks has tended to lead to healthy performance   Source: Strategas as...

The Market in Pictures, March 1

by | Mar 1, 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:   John Luke: On the way to 16 of 18 weeks up for the S&P 500, it seems   Source: Daily Chartbook...

Competing Forces in the Bond Market

by | Feb 29, 2024 | Blog, Bonds

Productivity is the Way Out Productivity plays a crucial role in influencing both inflation and economic growth. A key to stopping a second wave of inflation is likely productivity (output per hour) picking up. Instead of having too much money chasing too few goods we...

The Market in Pictures, February 23

by | Feb 23, 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:   John Luke: Rate expectations have changed dramatically in a few short weeks   Data as of 02.23.2024...

The Market in Pictures, January 19

by | Jan 19, 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:   John Luke: It’s no secret that central banks plan to cut rates this year   Data as of 01.12.2024...