The Yield Curve and Its Impact

The Federal Open Market Committee (FOMC) has the ability to set interest rates through the Fed Funds rate – the overnight lending rate among US banks. Banks are required to retain a certain amount in deposits as capital to help guarantee their solvency. Bank deposits...

The Market in Pictures, December 16

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: Earnings estimates held up into Q3 but are starting to fall at a decent clip   Source: PSC as...

The Market in Pictures, October 28

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:   John Luke: Fastest monetary tightening in decades   Source: Bianco as of 10.25.2022   John Luke: and...

The Market in Pictures, September 30

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:   John Luke: Even the most experienced investors are experiencing something they’ve never seen, with bonds  ...