Around the Bond Market, March 2026

February CPI: As Expected   In February, the CPI rose 0.267% headline and 0.216% core, effectively matching the consensus of 0.3% and 0.2%. Year-on-year, the headline index was a tad higher, from 2.39% to 2.43%, while the core slipped a bit from 2.51% to 2.47%. Food...

The Market in Pictures, March 14

Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from the US market correction to investor sentiment to tariffs and relative strength in foreign markets. Enjoy!   Brett: 10% market...

The Market in Pictures, May 31

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: Brian: It’s been a pretty average bull run from the lows of Fall 2022   John Luke: but the last 6 months has...

The Market in Pictures, May 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: Beckham: It’s been a year since “NVDA Day” when stocks broke out of their SIVB-driven funk and turned their eyes...

The Market in Pictures, May 17

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: Brett: DJIA hitting 40,000 will draw attention, but the dollar-weighting gives it some notable quirks relative...