The Market in Pictures, November 25

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: As is usually the case, this equity rally has attracted inflows   Source: Strategas as of...

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...

FOMC September 2022: Another Big Hike

As expected, the Federal Reserve opted to raise rates 75bps, taking the target range to 3.00% to 3.25%, with a total of 300bps in policy adjustments since March…the fastest rise over a seven-month span in four decades. Coming into today, the debate was between 75bps...

The Market in Pictures, September 9

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:   Dave: Traditional diversification has not helped most portfolios in 2022     Source: PSC as of 09.06...

The Market in Pictures, August 19

Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and the way they fill the puzzle of evidence:   Derek: We’ve had quite a bounce in equities since mid-June, how does it compare to previous bear market rallies...