The Market in Pictures, May 26

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:   Beckham: The idea that the Fed is going to cut rates continues to move farther into the future  ...

The Market in Pictures, April 28

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:   Brad: The recession playbook has mostly filled in and markets seem to be adjusting   Source:...

The Market in Pictures, April 21

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: Looks like markets have restored expectations of 25 bps hike after wavering last month  ...

The Market in Pictures, March 24

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 market sure seems to think the Fed is done hiking   Source: Bianco as of 03.22.2023...
“Simple beats complex”

“Simple beats complex”

Recession ‘with a small r,’ then ‘resiliency’ and a mild recovery     Disclosures   This information is for investment adviser use only and should not be distributed to any other parties. The commentary included in this post is...