The Market in Pictures, October 6

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: The first reaction to the jobs report was to sell, but continued slowing of wage growth became...

The Market in Pictures, July 8

Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and why:   Dave: denominator a lot bigger but this bear is no joke, $14 trillion equity lost on paper   Source: Strategas as of 7/6/22     JL: 2022...

The Market in Pictures, July 1

Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and why:   Dave: there hasn’t been a single instance in 50 years of Fed Funds < CPI at the end of a tightening cycle   Source: Strategas as of 6/27/2022...

The Market in Pictures, June 17

Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and why:   JL: by any measure, the inflation picture is different than the past two decades  Source: PGM Global as of 6/14/2022   Dave: heading for only the...