The Market in Pictures, August 28

by | Aug 28, 2026 | Charts

Our team looks at a lot of research throughout the day. Here are a handful of charts we think are good summations of the current market, from strong corporate profits and resilient consumers to an AI-driven investment boom, healthy credit markets, persistent weakness...

The Market in Pictures, June 20

by | Jun 20, 2025 | Blog, Charts

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 market momentum to earnings, trade policy to fiscal policy, and home owners to equity owners. Enjoy!   Brian: We’ve seen a...

Bonds Still Facing Headwinds

by | Jun 27, 2024 | Blog, Bonds

Higher Neutral Rate Could Lead to Structurally Higher Interest Rates   The graphic below shows pricing for forward contracts referencing the five-year interest rate in five years. This gives a proxy for the market’s view of where US rates might end up.  ...

The Market in Pictures, June 7

by | Jun 7, 2024 | Blog, Charts

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: The divergence between non farm payroll data and the household survey continues to be an example of the...

The Market in Pictures, September 1

by | Sep 1, 2023 | Blog, Charts

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: In the past few decades, the highest-growing half of S&P 500 industries have steadily...