The Market in Pictures, December 29

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:   Joseph: Like last year, Wall Street strategist targets are quite conservative for 2024    ...

The Market in Pictures, December 8

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: Markets are currently obsessed with the idea of multiple rate cuts in 2024. Historically, rate “holds”...

Rearview to Windshield, December 2023

November ’23 Market Recap: After a 20% drawdown in many stocks between July and October, equities staged an impressive rebound in November thanks to the sharp reversal in interest rates. A good portion of this reversal was due to the pricing of a much more...

Rearview to Windshield, November 2023

October ’23 Market Recap: In a part of the year, in which the market tends to witness some seasonal weakness, the S&P notched its first negative three-month performance since 2020. The S&P 500 was down -2.10%. This has been a stressful few months for...

The Market in Pictures, October 27

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: Investors are banking on a new period of earnings growth once this earnings trough is completed...