The Market in Pictures, April 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 fit the unfolding puzzle of evidence:   Brad: Earnings among US stocks have continued to decline in recent months, though projections for next...

The Market in Pictures, April 12

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: This week was mostly about inflation, with CPI Supercore running hot   Source: MKM as of...

Market Still Undershooting Fed Communication

Global central bankers will gather later this month in Jackson Hole, WY for their annual meeting. We anticipate markets will seek to understand Powell’s desire to push back on market pricing that the Fed will cut its key rate to around 4% by January 2025 from its...