The Market in Pictures, December 2

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:   JL: This year stands alone in modern history, for its combination of stock / bond weakness   Data as...
Rebalance Rationale, November 2022

Rebalance Rationale, November 2022

“What a year it has been” is an understatement for the performance of both risk and conservative assets so far in 2022. In 301 years, we are looking at the 4th worst return ever for government bonds through September.   Source: BAML. As of 09/30/22   It has...

The Market in Pictures, October 14

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: Looking out at some possible ranges for CPI over the next 3-6 months   Data as of 10.12.2022  ...

Rearview to Windshield, September 2022

Developments Over the Past Month   As the summer comes to a close, it’s worth looking back to Memorial Day for perspective.  Equities have been largely flattish and extremely volatile since late May, credit spreads have been flattish, bond yields have trended...